Filed May 14, 2008
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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $92,051 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $600 |
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 | $41,107 | $46,173-11.0% | $170,442-75.9% | $69,631-41.0% |
| Participation rate | 95.3% | 63.9%+31.4pp | 83.6%+11.7pp | 70.7%+24.6pp |
| Annual return | 14.71% | 21.62%-6.9pp | 205.93%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,914 | $1,610+18.9% | $5,433-64.8% | $2,032-5.8% |
| Participant deferral / active EE | $3,512 | $2,080+68.8% | $4,939-28.9% | $3,224+9.0% |
| Admin fee / account holder | $122 | $116+5.1% | $13,880-99.1% | $110+10.4% |