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 | $515,558 |
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 | $52,859 | $46,969+12.5% | $154,107-65.7% | $73,367-28.0% |
| Participation rate | 97.5% | 72.4%+25.1pp | 83.0%+14.5pp | 69.5%+28.0pp |
| Annual return | -3.62% | 821.68%-825.3pp | 735.12%-738.7pp | 173.45%-177.1pp |
| Employer contribution / active EE | $1,641 | $1,723-4.8% | $5,298-69.0% | $2,499-34.3% |
| Participant deferral / active EE | $4,370 | $3,162+38.2% | $5,081-14.0% | $4,033+8.4% |
| Admin fee / account holder | $29 | $47-37.4% | $13,411-99.8% | $68-57.4% |