Filed August 18, 2015
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 |
|---|---|---|
Filed as: TEACHERS INSURANCE ANNUITY ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $8,097 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,660 | $52,467+72.8% | $57,179+58.6% | $55,167+64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.51% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $4,467 | $2,477+80.3% | $2,682+66.6% | $1,963+127.6% |
| Participant deferral / active EE | $5,326 | $2,830+88.2% | $3,096+72.0% | $3,054+74.4% |
| Admin fee / account holder | $18 | $269-93.4% | $3,139-99.4% | $504-96.5% |