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 6-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 14 · EIN 13-1624203 | Plan Administrator | $76,488 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $12,376 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,049 | $53,136-75.4% | $155,509-91.6% | $199,593-93.5% |
| Participation rate | 90.9% | 64.1%+26.8pp | 78.2%+12.7pp | 72.0%+19.0pp |
| Annual return | 12.41% | 41.15%-28.7pp | 64.67%-52.3pp | 34.25%-21.8pp |
| Employer contribution / active EE | $2,479 | $1,851+33.9% | $4,672-46.9% | $3,034-18.3% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $13 | $185-93.2% | $15,912-99.9% | $269-95.3% |