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 | $692,236 |
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 | $66,658 | $66,513+0.2% | $178,490-62.7% | $106,222-37.2% |
| Participation rate | 97.2% | 73.8%+23.4pp | 81.9%+15.3pp | 70.8%+26.4pp |
| Annual return | 16.06% | 21.81%-5.7pp | 151.07%-135.0pp | 21.69%-5.6pp |
| Employer contribution / active EE | $1,849 | $1,776+4.1% | $5,011-63.1% | $2,723-32.1% |
| Participant deferral / active EE | $4,495 | $3,679+22.2% | $5,202-13.6% | $4,600-2.3% |
| Admin fee / account holder | $33 | $53-39.0% | $13,984-99.8% | $78-58.4% |