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 |
|---|---|---|
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $31,559 |
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $245 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $175 |
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 | $116,059 | $65,322+77.7% | $70,449+64.7% | $73,488+57.9% |
| Participation rate | 98.2% | 77.0%+21.2pp | 75.1%+23.1pp | 70.7%+27.5pp |
| Annual return | 4.13% | 15.71%-11.6pp | 109.03%-104.9pp | 28.51%-24.4pp |
| Employer contribution / active EE | $5,876 | $2,460+138.9% | $2,737+114.7% | $2,270+158.9% |
| Participant deferral / active EE | $6,432 | $3,375+90.6% | $3,709+73.4% | $3,740+72.0% |
| Admin fee / account holder | $78 | $214-63.6% | $3,845-98.0% | $513-84.8% |