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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $42,042 |
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 | $199 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 | Recordkeeping Fees | $20 |
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 | $135,384 | $65,557+106.5% | $64,056+111.4% | $71,457+89.5% |
| Participation rate | 96.2% | 73.2%+23.0pp | 72.3%+23.9pp | 67.9%+28.3pp |
| Annual return | 13.24% | 18.94%-5.7pp | 33.69%-20.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $6,486 | $2,669+143.0% | $2,747+136.1% | $2,588+150.6% |
| Participant deferral / active EE | $6,521 | $3,626+79.9% | $3,880+68.1% | $4,289+52.0% |
| Admin fee / account holder | $93 | $616-84.9% | $3,068-97.0% | $1,587-94.1% |