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 |
|---|---|---|
TIAA4+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $27,499 |
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $270 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $94 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,064 | $60,795+82.7% | $69,455+59.9% | $65,185+70.4% |
| Participation rate | 94.0% | 74.9%+19.2pp | 74.6%+19.4pp | 70.2%+23.8pp |
| Annual return | 5.61% | 17.46%-11.9pp | 28.97%-23.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $5,176 | $2,452+111.1% | $2,779+86.3% | $2,177+137.8% |
| Participant deferral / active EE | $5,573 | $3,162+76.3% | $3,535+57.6% | $3,514+58.6% |
| Admin fee / account holder | $67 | $314-78.6% | $3,839-98.3% | $847-92.1% |