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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $29,887 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $21,738 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,300 | $60,989+33.3% | $60,874+33.6% | $66,914+21.5% |
| Participation rate | 97.8% | 74.5%+23.4pp | 73.1%+24.7pp | 69.8%+28.0pp |
| Annual return | -7.05% | -9.60%+2.5pp | 16.90%-23.9pp | 1.58%-8.6pp |
| Employer contribution / active EE | $4,748 | $2,661+78.4% | $2,701+75.7% | $2,544+86.6% |
| Participant deferral / active EE | $5,007 | $3,615+38.5% | $3,817+31.2% | $4,237+18.2% |
| Admin fee / account holder | $565 | $338+66.9% | $3,224-82.5% | $593-4.8% |