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 |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $101,539 |
NFP RETIREMENT INC3 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 | $50,701 | $91,762-44.7% | $67,502-24.9% | $77,643-34.7% |
| Participation rate | 99.6% | 75.9%+23.7pp | 72.9%+26.7pp | 70.6%+29.0pp |
| Annual return | 11.84% | 14.87%-3.0pp | 3512.12%-3500.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,998 | $3,181-37.2% | $2,731-26.8% | $2,726-26.7% |
| Participant deferral / active EE | $4,459 | $3,903+14.2% | $4,000+11.5% | $4,647-4.0% |
| Admin fee / account holder | $83 | $176-52.6% | $3,998-97.9% | $430-80.6% |