Filed December 17, 2002
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 |
|---|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $30,199 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,400 | $60,261+6.9% | $81,783-21.3% | $74,546-13.6% |
| Participation rate | 94.6% | 62.9%+31.7pp | 72.4%+22.2pp | 67.2%+27.4pp |
| Annual return | 11.40% | 16.88%-5.5pp | 775.05%-763.7pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $4,932 | $2,622+88.1% | $2,913+69.3% | $2,624+87.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $93 | $1,482-93.8% | $7,380-98.7% | $1,944-95.2% |