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 |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $39,291 |
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $240 |
Filed as: AMERIPRISE Service code 65 55 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Account Maintenance | $193 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $72 |
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 | $148,372 | $74,706+98.6% | $75,696+96.0% | $79,386+86.9% |
| Participation rate | 95.1% | 75.3%+19.8pp | 74.8%+20.3pp | 70.7%+24.4pp |
| Annual return | 26.51% | 18.52%+8.0pp | 104.53%-78.0pp | 116.85%-90.3pp |
| Employer contribution / active EE | $5,905 | $2,590+128.0% | $2,743+115.3% | $2,427+143.3% |
| Participant deferral / active EE | $6,411 | $3,533+81.4% | $3,821+67.8% | $4,046+58.5% |
| Admin fee / account holder | $97 | $374-74.0% | $3,619-97.3% | $626-84.5% |