Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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 13 · EIN 13-1624203 | Contract Administrator | $1,130,528 |
Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $15,152 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,153 | $145,906-37.5% | $67,502+35.0% | $106,382-14.3% |
| Participation rate | 93.4% | 67.1%+26.2pp | 72.9%+20.5pp | 69.9%+23.5pp |
| Annual return | 12.67% | 15.10%-2.4pp | 3512.12%-3499.5pp | 17.37%-4.7pp |
| Employer contribution / active EE | $3,637 | $6,028-39.7% | $2,731+33.2% | $3,364+8.1% |
| Participant deferral / active EE | $4,716 | $5,093-7.4% | $4,000+17.9% | $5,569-15.3% |
| Admin fee / account holder | $0 | $38-100.0% | $3,998-100.0% | $79-100.0% |