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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $31,140 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,352 | $69,763+22.3% | $67,502+26.4% | $74,495+14.6% |
| Participation rate | 99.2% | 71.4%+27.9pp | 72.9%+26.4pp | 67.2%+32.0pp |
| Annual return | 11.39% | -40.34%+51.7pp | 3512.12%-3500.7pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $5,563 | $2,704+105.8% | $2,731+103.7% | $2,623+112.1% |
| Participant deferral / active EE | $6,384 | $3,636+75.6% | $4,000+59.6% | $4,346+46.9% |
| Admin fee / account holder | $401 | $896-55.2% | $3,998-90.0% | $1,942-79.3% |