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 | $5,414 |
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 | $101,400 | $57,976+74.9% | $62,995+61.0% | $62,292+62.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.13% | 17.54%-3.4pp | 87.57%-73.4pp | 28.90%-14.8pp |
| Employer contribution / active EE | $4,904 | $2,415+103.1% | $2,759+77.7% | $2,042+140.1% |
| Participant deferral / active EE | $5,849 | $2,956+97.9% | $3,329+75.7% | $3,169+84.6% |
| Admin fee / account holder | $12 | $276-95.7% | $3,600-99.7% | $479-97.5% |