Filed May 14, 2008
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 AND ANNUITY ASSO Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $17,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,535 | $48,795+32.3% | $65,493-1.5% | $84,808-23.9% |
| Participation rate | 98.9% | 67.0%+32.0pp | 73.1%+25.9pp | 68.3%+30.6pp |
| Annual return | 15.12% | 20.20%-5.1pp | 982.45%-967.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,589 | $1,930+34.2% | $2,574+0.6% | $2,631-1.6% |
| Participant deferral / active EE | $5,435 | $2,928+85.6% | $3,961+37.2% | $4,212+29.0% |
| Admin fee / account holder | $126 | $3,877-96.7% | $5,028-97.5% | $7,344-98.3% |