Filed September 20, 2012
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 INS. AND ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $45,433 |
Service code 49 · EIN 04-3422848 | Other Services | $19,344 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $10,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,917 | $47,126-59.9% | $149,673-87.4% | $74,419-74.6% |
| Participation rate | 91.6% | 63.4%+28.2pp | 78.8%+12.8pp | 70.7%+20.8pp |
| Annual return | 17.44% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,524 | $1,905-20.0% | $4,818-68.4% | $2,637-42.2% |
| Participant deferral / active EE | $2,387 | $2,728-12.5% | $5,680-58.0% | $4,528-47.3% |
| Admin fee / account holder | $111 | $343-67.6% | $13,210-99.2% | $348-68.0% |