Filed September 22, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $34,039 |
TIAA6+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $25,869 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 13 · EIN 47-1411118 ATTN GRP COMPENSATION DEPT 4340 · SAN RAFAEL, CA 949032121 | Contract Administrator | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,038 | $74,706+19.2% | $75,696+17.6% | $79,386+12.2% |
| Participation rate | 96.9% | 75.3%+21.6pp | 74.8%+22.1pp | 70.7%+26.2pp |
| Annual return | 20.73% | 18.52%+2.2pp | 104.53%-83.8pp | 116.85%-96.1pp |
| Employer contribution / active EE | $5,226 | $2,590+101.8% | $2,743+90.6% | $2,427+115.3% |
| Participant deferral / active EE | $4,618 | $3,533+30.7% | $3,821+20.8% | $4,046+14.1% |
| Admin fee / account holder | $279 | $374-25.4% | $3,619-92.3% | $626-55.4% |