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 | $591,187 |
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 | $60,098 | $58,202+3.3% | $172,739-65.2% | $89,569-32.9% |
| Participation rate | 97.3% | 72.8%+24.4pp | 82.6%+14.6pp | 69.6%+27.7pp |
| Annual return | 21.74% | 61.59%-39.8pp | 802.84%-781.1pp | 34.56%-12.8pp |
| Employer contribution / active EE | $1,828 | $1,759+3.9% | $5,143-64.5% | $2,584-29.3% |
| Participant deferral / active EE | $4,370 | $3,335+31.1% | $5,198-15.9% | $4,220+3.6% |
| Admin fee / account holder | $30 | $53-42.7% | $13,954-99.8% | $72-58.0% |