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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,025 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY Service code 13 1095 AVENUES OF THE AMERICAS · NEW YORK, NY 10036 | Contract Administrator | $3,080 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 50 · EIN 13-1614399 | Direct Payment | $417 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $100 |
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 | $60,903 | $37,213+63.7% | $156,549-61.1% | $63,975-4.8% |
| Participation rate | 98.0% | 65.0%+33.0pp | 84.0%+14.0pp | 71.1%+26.9pp |
| Annual return | 6.75% | 47.89%-41.1pp | 32.23%-25.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $174 | $1,357-87.2% | $5,501-96.8% | $2,182-92.0% |
| Participant deferral / active EE | $3,881 | $2,070+87.5% | $4,871-20.3% | $3,356+15.6% |
| Admin fee / account holder | $4 | $56-93.8% | $13,027-100.0% | $70-95.0% |