Filed November 14, 2019
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 57 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Redemption fees | $1,045 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,515 | $51,769+7.2% | $57,343-3.2% | $52,331+6.1% |
| Participation rate | 93.5% | 75.2%+18.3pp | 75.1%+18.5pp | 68.1%+25.4pp |
| Annual return | 1.21% | 2.43%-1.2pp | 24.39%-23.2pp | 4.54%-3.3pp |
| Employer contribution / active EE | $4,122 | $2,335+76.5% | $2,689+53.3% | $1,882+119.1% |
| Participant deferral / active EE | $4,329 | $2,794+54.9% | $3,162+36.9% | $3,022+43.2% |
| Admin fee / account holder | $3 | $295-98.9% | $3,356-99.9% | $592-99.5% |