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 | $56,120 |
SENTINEL PENSION ADVISORS2 years Service code 49 · EIN 04-3422848 | Other Services | $14,458 |
GJC CPA'S & ADVISORS3 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 | $22,877 | $50,815-55.0% | $155,509-85.3% | $77,643-70.5% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.4pp |
| Annual return | 13.54% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,782 | $1,993-10.6% | $4,672-61.9% | $2,726-34.6% |
| Participant deferral / active EE | $2,835 | $2,822+0.5% | $5,626-49.6% | $4,647-39.0% |
| Admin fee / account holder | $120 | $437-72.5% | $15,912-99.2% | $430-72.1% |