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 | Investment Management | $349,684 |
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 | $53,919 | $49,270+9.4% | $156,549-65.6% | $329,111-83.6% |
| Participation rate | 98.5% | 68.1%+30.4pp | 84.0%+14.5pp | 67.9%+30.6pp |
| Annual return | 12.01% | 23.25%-11.2pp | 32.23%-20.2pp | 16.35%-4.3pp |
| Employer contribution / active EE | $2,031 | $1,534+32.3% | $5,501-63.1% | $2,303-11.8% |
| Participant deferral / active EE | $4,450 | $2,920+52.4% | $4,871-8.6% | $3,682+20.9% |
| Admin fee / account holder | $25 | $51-49.9% | $13,027-99.8% | $754-96.6% |