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 | $26,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,834 | $51,197+38.4% | $82,719-14.4% | $66,914+5.9% |
| Participation rate | 92.5% | 67.8%+24.7pp | 72.6%+19.9pp | 69.8%+22.7pp |
| Annual return | -12.85% | -9.64%-3.2pp | 701.18%-714.0pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,749 | $2,611-33.0% | $3,009-41.9% | $2,544-31.2% |
| Participant deferral / active EE | $4,960 | $3,458+43.4% | $4,395+12.8% | $4,237+17.1% |
| Admin fee / account holder | $93 | $416-77.6% | $5,329-98.3% | $593-84.3% |