Filed October 8, 2013
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 |
|---|---|---|
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $57,000 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $6,445 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 99 320 PARK AVENUE · NEW YORK, NY 10022 | Other Fees | $821 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $20 |
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 | $213,531 | $112,772+89.3% | $57,343+272.4% | $59,188+260.8% |
| Participation rate | 95.1% | 71.3%+23.8pp | 75.1%+20.0pp | 69.4%+25.7pp |
| Annual return | 2.84% | 0.85%+2.0pp | 24.39%-21.6pp | 5.51%-2.7pp |
| Employer contribution / active EE | $2,724 | $3,400-19.9% | $2,689+1.3% | $2,098+29.8% |
| Participant deferral / active EE | $2,921 | $3,010-3.0% | $3,162-7.6% | $3,265-10.5% |
| Admin fee / account holder | $22 | $144-84.6% | $3,356-99.3% | $92-76.0% |