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 | $39,302 |
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 | $86,930 | $60,323+44.1% | $81,812+6.3% | $74,495+16.7% |
| Participation rate | 92.3% | 62.9%+29.4pp | 72.3%+19.9pp | 67.2%+25.1pp |
| Annual return | 11.20% | 16.90%-5.7pp | 773.79%-762.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,947 | $2,620-25.7% | $2,912-33.1% | $2,623-25.8% |
| Participant deferral / active EE | $5,357 | $3,387+58.1% | $4,319+24.0% | $4,346+23.3% |
| Admin fee / account holder | $134 | $1,486-91.0% | $7,386-98.2% | $1,942-93.1% |