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 | $68,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,776 | $50,982-49.4% | $154,803-83.3% | $85,563-69.9% |
| Participation rate | 90.7% | 59.8%+30.9pp | 78.1%+12.6pp | 66.0%+24.7pp |
| Annual return | 15.37% | 30.35%-15.0pp | 58.88%-43.5pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,880 | $1,708+10.1% | $4,305-56.3% | $2,654-29.1% |
| Participant deferral / active EE | $3,005 | $2,474+21.4% | $5,540-45.8% | $4,375-31.3% |
| Admin fee / account holder | $97 | $846-88.6% | $14,329-99.3% | $834-88.4% |