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 | $47,479+35.9% | $62,929+2.6% | $82,448-21.7% |
| Participation rate | 98.9% | 66.9%+32.1pp | 73.1%+25.8pp | 68.1%+30.9pp |
| Annual return | 15.12% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,589 | $1,885+37.3% | $2,505+3.4% | $2,551+1.5% |
| Participant deferral / active EE | $5,435 | $2,870+89.3% | $3,888+39.8% | $4,139+31.3% |
| Admin fee / account holder | $126 | $3,804-96.7% | $5,065-97.5% | $7,234-98.3% |