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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $29,120 |
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 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $18,055 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,726 | $65,557+21.6% | $64,056+24.5% | $71,457+11.6% |
| Participation rate | 99.3% | 73.2%+26.1pp | 72.3%+27.0pp | 67.9%+31.3pp |
| Annual return | 7.04% | 18.94%-11.9pp | 33.69%-26.6pp | 28.85%-21.8pp |
| Employer contribution / active EE | $4,901 | $2,669+83.6% | $2,747+78.4% | $2,588+89.4% |
| Participant deferral / active EE | $5,431 | $3,626+49.8% | $3,880+40.0% | $4,289+26.6% |
| Admin fee / account holder | $409 | $616-33.6% | $3,068-86.7% | $1,587-74.2% |