Filed September 15, 1994
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $277,684 |
ASPIRE FINANCIAL SERVICES7 years Filed as: ASPIRE ADVISORS LLC Service code 27 · EIN 27-0362926 | Advisory (Plan) | $50,000 |
KELLEY DRYE & WARREN LLP5 years Service code 29 · EIN 13-5335107 | Legal | $21,324 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $1,879 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $280 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,788 | $53,136+61.5% | $155,509-44.8% | $199,593-57.0% |
| Participation rate | 52.7% | 64.1%-11.3pp | 78.2%-25.4pp | 72.0%-19.2pp |
| Annual return | 10.84% | 41.15%-30.3pp | 64.67%-53.8pp | 34.25%-23.4pp |
| Employer contribution / active EE | $139 | $1,851-92.5% | $4,672-97.0% | $3,034-95.4% |
| Participant deferral / active EE | $3,393 | $3,161+7.3% | $5,626-39.7% | $5,087-33.3% |
| Admin fee / account holder | $120 | $185-35.3% | $15,912-99.2% | $269-55.4% |