Filed September 14, 1992
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 |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $257,892 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $12,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,659 | $67,679-29.6% | $155,509-69.4% | $99,062-51.9% |
| Participation rate | 90.9% | 67.2%+23.7pp | 78.2%+12.7pp | 71.6%+19.3pp |
| Annual return | 13.11% | 16.16%-3.1pp | 64.67%-51.6pp | 17.66%-4.6pp |
| Employer contribution / active EE | $3,920 | $2,268+72.8% | $4,672-16.1% | $3,262+20.2% |
| Participant deferral / active EE | $1,978 | $3,828-48.3% | $5,626-64.8% | $5,331-62.9% |
| Admin fee / account holder | $24 | $94-74.3% | $15,912-99.8% | $109-77.9% |