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 |
|---|---|---|
TIAA7+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $46,434 |
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 | $226 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 | 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 | $128,012 | $60,989+109.9% | $60,874+110.3% | $66,914+91.3% |
| Participation rate | 91.4% | 74.5%+17.0pp | 73.1%+18.3pp | 69.8%+21.6pp |
| Annual return | -11.35% | -9.60%-1.8pp | 16.90%-28.2pp | 1.58%-12.9pp |
| Employer contribution / active EE | $6,156 | $2,661+131.4% | $2,701+127.9% | $2,544+142.0% |
| Participant deferral / active EE | $6,537 | $3,615+80.8% | $3,817+71.3% | $4,237+54.3% |
| Admin fee / account holder | $111 | $338-67.3% | $3,224-96.6% | $593-81.3% |