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 | $575,163 |
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 | $57,031 | $83,057-31.3% | $143,757-60.3% | $89,394-36.2% |
| Participation rate | 95.5% | 74.0%+21.5pp | 80.3%+15.2pp | 71.3%+24.2pp |
| Annual return | -14.60% | -13.97%-0.6pp | -0.04%-14.6pp | -11.89%-2.7pp |
| Employer contribution / active EE | $1,911 | $2,095-8.8% | $4,951-61.4% | $3,022-36.8% |
| Participant deferral / active EE | $4,892 | $4,281+14.3% | $5,637-13.2% | $5,123-4.5% |
| Admin fee / account holder | $23 | $83-72.7% | $14,673-99.8% | $79-71.5% |