Filed August 8, 2005
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 ANNUITY AND INSURANCE ASSO Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $5,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,299 | $57,281+211.3% | $86,612+105.9% | $75,163+137.2% |
| Participation rate | 67.3% | 63.2%+4.1pp | 71.7%-4.4pp | 67.2%+0.1pp |
| Annual return | 15.97% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $7,910 | $2,314+241.8% | $3,022+161.7% | $2,670+196.3% |
| Participant deferral / active EE | $6,404 | $3,318+93.0% | $4,438+44.3% | $4,125+55.3% |
| Admin fee / account holder | $38 | $4,112-99.1% | $5,614-99.3% | $5,651-99.3% |