Filed November 11, 1
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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $71,470 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,753 | $79,124-35.9% | $60,874-16.6% | $64,808-21.7% |
| Participation rate | 99.6% | 77.7%+21.9pp | 73.1%+26.5pp | 71.5%+28.2pp |
| Annual return | -12.64% | -7.13%-5.5pp | 16.90%-29.5pp | 32.82%-45.5pp |
| Employer contribution / active EE | $2,767 | $3,050-9.3% | $2,701+2.4% | $2,506+10.4% |
| Participant deferral / active EE | $4,899 | $3,725+31.5% | $3,817+28.4% | $4,310+13.7% |
| Admin fee / account holder | $68 | $106-35.2% | $3,224-97.9% | $188-63.6% |