Filed December 16, 1992
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 8-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 Service code 13 · EIN 13-1624203 | Contract Administrator | $174,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,756 | $53,136+8.7% | $155,509-62.9% | $199,593-71.1% |
| Participation rate | 98.7% | 64.1%+34.6pp | 78.2%+20.5pp | 72.0%+26.7pp |
| Annual return | 12.97% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $3,709 | $1,851+100.4% | $4,672-20.6% | $3,034+22.2% |
| Participant deferral / active EE | $3,154 | $3,161-0.2% | $5,626-43.9% | $5,087-38.0% |
| Admin fee / account holder | $72 | $185-61.1% | $15,912-99.5% | $269-73.2% |