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 |
|---|---|---|
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $28,800 |
Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $25,750 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,825 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,872 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 50 · EIN 13-1614399 | Direct Payment | $401 |
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 | $65,973 | $44,989+46.6% | $170,442-61.3% | $77,958-15.4% |
| Participation rate | 84.6% | 64.6%+20.0pp | 83.6%+1.0pp | 71.6%+12.9pp |
| Annual return | 14.65% | 19.61%-5.0pp | 205.93%-191.3pp | 20.87%-6.2pp |
| Employer contribution / active EE | $1,530 | $1,466+4.4% | $5,433-71.8% | $2,310-33.8% |
| Participant deferral / active EE | $3,981 | $2,208+80.3% | $4,939-19.4% | $3,537+12.6% |
| Admin fee / account holder | $22 | $69-67.8% | $13,880-99.8% | $97-77.2% |