Filed June 11, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA3+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,214 |
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $280 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $114 |
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 | $104,656 | $55,002+90.3% | $59,878+74.8% | $56,287+85.9% |
| Participation rate | 96.1% | 75.9%+20.2pp | 74.7%+21.4pp | 69.9%+26.3pp |
| Annual return | 9.78% | 1.13%+8.6pp | 3.46%+6.3pp | -9.96%+19.7pp |
| Employer contribution / active EE | $5,629 | $2,448+130.0% | $2,722+106.8% | $2,111+166.7% |
| Participant deferral / active EE | $5,271 | $3,121+68.9% | $3,402+54.9% | $3,350+57.3% |
| Admin fee / account holder | $57 | $236-76.0% | $3,590-98.4% | $521-89.1% |