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.
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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,581 | $91,762+29.2% | $67,502+75.7% | $77,643+52.7% |
| Participation rate | 96.0% | 75.9%+20.1pp | 72.9%+23.2pp | 70.6%+25.5pp |
| Annual return | 11.80% | 14.87%-3.1pp | 3512.12%-3500.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $5,437 | $3,181+70.9% | $2,731+99.1% | $2,726+99.5% |
| Participant deferral / active EE | $4,127 | $3,903+5.7% | $4,000+3.2% | $4,647-11.2% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |