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 | $715,583 |
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 | $63,058 | $68,330-7.7% | $149,673-57.9% | $96,393-34.6% |
| Participation rate | 86.7% | 74.6%+12.1pp | 78.8%+7.9pp | 71.3%+15.4pp |
| Annual return | 18.45% | 29.64%-11.2pp | 134.42%-116.0pp | 22.88%-4.4pp |
| Employer contribution / active EE | $1,744 | $2,139-18.5% | $4,818-63.8% | $3,238-46.1% |
| Participant deferral / active EE | $4,454 | $4,422+0.7% | $5,680-21.6% | $5,455-18.3% |
| Admin fee / account holder | $26 | $52-50.8% | $13,210-99.8% | $74-65.4% |