Filed December 28, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $36,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,318 | $91,762+19.1% | $67,502+61.9% | $77,643+40.8% |
| Participation rate | 98.8% | 75.9%+22.9pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 13.39% | 14.87%-1.5pp | 3512.12%-3498.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,214 | $3,181-30.4% | $2,731-18.9% | $2,726-18.8% |
| Participant deferral / active EE | $4,478 | $3,903+14.7% | $4,000+11.9% | $4,647-3.6% |
| Admin fee / account holder | $41 | $176-76.5% | $3,998-99.0% | $430-90.4% |