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 LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $44,100 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $2,982 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 99 320 PARK AVENUE · NEW YORK, NY 10022 | Other Fees | $334 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $20 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $227,759 | $85,199+167.3% | $57,179+298.3% | $63,975+256.0% |
| Participation rate | 92.9% | 74.0%+18.8pp | 75.3%+17.5pp | 71.1%+21.7pp |
| Annual return | 7.29% | 10.43%-3.1pp | 14.59%-7.3pp | 48.65%-41.4pp |
| Employer contribution / active EE | $2,709 | $3,446-21.4% | $2,682+1.0% | $2,182+24.2% |
| Participant deferral / active EE | $2,961 | $3,109-4.7% | $3,096-4.4% | $3,356-11.8% |
| Admin fee / account holder | $17 | $39-56.3% | $3,139-99.5% | $70-76.0% |