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 |
|---|---|---|
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $17,328 |
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 | $63,950 | $51,620+23.9% | $90,281-29.2% | $65,185-1.9% |
| Participation rate | 91.3% | 68.6%+22.7pp | 73.3%+18.1pp | 70.2%+21.1pp |
| Annual return | 18.94% | 24.94%-6.0pp | 78.10%-59.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,658 | $2,235-25.8% | $2,854-41.9% | $2,177-23.8% |
| Participant deferral / active EE | $4,356 | $2,871+51.7% | $3,885+12.1% | $3,514+24.0% |
| Admin fee / account holder | $66 | $384-82.7% | $5,351-98.8% | $847-92.2% |