Filed March 30, 2011
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 | $245,980 |
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 | $60,177 | $53,136+13.3% | $155,509-61.3% | $199,593-69.9% |
| Participation rate | 96.5% | 64.1%+32.4pp | 78.2%+18.3pp | 72.0%+24.5pp |
| Annual return | 14.34% | 41.15%-26.8pp | 64.67%-50.3pp | 34.25%-19.9pp |
| Employer contribution / active EE | $2,941 | $1,851+58.9% | $4,672-37.1% | $3,034-3.1% |
| Participant deferral / active EE | $4,484 | $3,161+41.9% | $5,626-20.3% | $5,087-11.8% |
| Admin fee / account holder | $26 | $185-85.8% | $15,912-99.8% | $269-90.2% |