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 | $602,819 |
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 | $59,205 | $53,684+10.3% | $170,442-65.3% | $80,976-26.9% |
| Participation rate | 97.0% | 69.2%+27.8pp | 83.6%+13.4pp | 68.3%+28.7pp |
| Annual return | 18.59% | 25.97%-7.4pp | 205.93%-187.3pp | 22.91%-4.3pp |
| Employer contribution / active EE | $1,936 | $1,642+17.9% | $5,433-64.4% | $2,402-19.4% |
| Participant deferral / active EE | $4,360 | $3,017+44.5% | $4,939-11.7% | $3,848+13.3% |
| Admin fee / account holder | $38 | $46-17.2% | $13,880-99.7% | $67-43.1% |