Filed November 9, 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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $39,635 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $16,337 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,581 | $91,621+29.4% | $67,511+75.6% | $77,671+52.7% |
| Participation rate | 96.0% | 76.0%+20.1pp | 72.9%+23.1pp | 70.6%+25.4pp |
| Annual return | 11.80% | 14.87%-3.1pp | 3517.41%-3505.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $5,437 | $3,184+70.8% | $2,733+99.0% | $2,726+99.4% |
| Participant deferral / active EE | $4,127 | $3,906+5.7% | $4,000+3.2% | $4,648-11.2% |
| Admin fee / account holder | $0 | $176-100.0% | $3,999-100.0% | $430-100.0% |