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 | $20,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,206 | $66,124+13.7% | $90,404-16.8% | $73,488+2.3% |
| Participation rate | 91.7% | 69.7%+22.0pp | 72.7%+19.0pp | 70.7%+21.0pp |
| Annual return | 12.92% | 17.65%-4.7pp | 1293.02%-1280.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,721 | $2,346-26.6% | $3,262-47.2% | $2,270-24.2% |
| Participant deferral / active EE | $4,478 | $3,039+47.4% | $3,963+13.0% | $3,740+19.7% |
| Admin fee / account holder | $77 | $396-80.6% | $5,611-98.6% | $513-85.0% |