Filed November 12, 2004
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 & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $294,928 |
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 | $36,662 | $67,679-45.8% | $155,509-76.4% | $99,062-63.0% |
| Participation rate | 94.6% | 67.2%+27.4pp | 78.2%+16.4pp | 71.6%+23.0pp |
| Annual return | 13.16% | 16.16%-3.0pp | 64.67%-51.5pp | 17.66%-4.5pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $4,663 | $3,828+21.8% | $5,626-17.1% | $5,331-12.5% |
| Admin fee / account holder | $25 | $94-73.7% | $15,912-99.8% | $109-77.4% |