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 | $27,794 |
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 | $78,339 | $58,264+34.5% | $86,612-9.6% | $71,457+9.6% |
| Participation rate | 92.5% | 65.0%+27.5pp | 71.7%+20.8pp | 67.9%+24.6pp |
| Annual return | 13.42% | 21.63%-8.2pp | 591.07%-577.7pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,748 | $2,574-32.1% | $3,022-42.2% | $2,588-32.4% |
| Participant deferral / active EE | $5,003 | $3,436+45.6% | $4,438+12.7% | $4,289+16.6% |
| Admin fee / account holder | $93 | $1,057-91.2% | $5,614-98.3% | $1,587-94.1% |