Filed February 25, 2014 (most recent of 4 filings on file)
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 INSURANCE & ANNUITY ASSOC. Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Management | $632,389 |
Filed as: CAPTRUST (H/O) Service code 27 · EIN 26-0058143 9100 KEYSTONE XING, SUITE 700 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $25,324 |
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 | $88,762 | $73,283+21.1% | $155,509-42.9% | $106,382-16.6% |
| Participation rate | 87.6% | 73.3%+14.3pp | 78.2%+9.4pp | 69.9%+17.7pp |
| Annual return | 13.66% | 15.77%-2.1pp | 64.67%-51.0pp | 17.37%-3.7pp |
| Employer contribution / active EE | $1,827 | $2,247-18.7% | $4,672-60.9% | $3,364-45.7% |
| Participant deferral / active EE | $4,694 | $4,580+2.5% | $5,626-16.6% | $5,569-15.7% |
| Admin fee / account holder | $29 | $56-48.7% | $15,912-99.8% | $79-63.7% |