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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $115,721 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,097 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Direct payment from the plan; Claims ... | $165 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $40 |
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 | $74,633 | $45,000+65.9% | $143,757-48.1% | $77,904-4.2% |
| Participation rate | 83.1% | 66.8%+16.3pp | 80.3%+2.8pp | 73.7%+9.4pp |
| Annual return | -11.92% | 29.03%-40.9pp | -0.04%-11.9pp | 12.21%-24.1pp |
| Employer contribution / active EE | $728 | $1,870-61.0% | $4,951-85.3% | $2,848-74.4% |
| Participant deferral / active EE | $4,786 | $3,157+51.6% | $5,637-15.1% | $4,806-0.4% |
| Admin fee / account holder | $39 | $98-60.5% | $14,673-99.7% | $133-70.7% |