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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $51,780 |
Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $240 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 | Recordkeeping Fees | $67 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,131 | $69,763+116.6% | $67,502+123.9% | $74,495+102.9% |
| Participation rate | 93.6% | 71.4%+22.2pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 14.00% | -40.34%+54.3pp | 3512.12%-3498.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $6,293 | $2,704+132.8% | $2,731+130.5% | $2,623+139.9% |
| Participant deferral / active EE | $6,360 | $3,636+74.9% | $4,000+59.0% | $4,346+46.3% |
| Admin fee / account holder | $112 | $896-87.5% | $3,998-97.2% | $1,942-94.3% |