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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $79,275 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,204 | $83,884-46.1% | $64,056-29.4% | $74,419-39.3% |
| Participation rate | 99.7% | 76.6%+23.1pp | 72.3%+27.4pp | 70.7%+29.0pp |
| Annual return | 18.25% | 16.57%+1.7pp | 33.69%-15.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,857 | $3,084-39.8% | $2,747-32.4% | $2,637-29.6% |
| Participant deferral / active EE | $3,963 | $3,692+7.3% | $3,880+2.1% | $4,528-12.5% |
| Admin fee / account holder | $70 | $196-64.1% | $3,068-97.7% | $348-79.8% |