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 | $661,356 |
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 | $71,739 | $68,062+5.4% | $185,823-61.4% | $106,520-32.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.7%+14.3pp | 71.3%+24.7pp |
| Annual return | 14.19% | 18.20%-4.0pp | 122.05%-107.9pp | 19.28%-5.1pp |
| Employer contribution / active EE | $1,926 | $1,997-3.6% | $5,167-62.7% | $2,840-32.2% |
| Participant deferral / active EE | $4,815 | $3,990+20.7% | $5,568-13.5% | $4,948-2.7% |
| Admin fee / account holder | $29 | $53-45.1% | $16,237-99.8% | $75-61.1% |