Filed February 11, 2011 (most recent of 3 filings on file)
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $740,263 |
MERIDIAN WEALTH MANAGEMENT LLC10+ years Service code 16 · EIN 27-0846572 | Consulting | $240,113 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $4,936 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,075 | $74,933-57.2% | $154,803-79.3% | $117,739-72.8% |
| Participation rate | 94.8% | 64.5%+30.3pp | 78.1%+16.8pp | 76.6%+18.2pp |
| Annual return | 19.23% | 17.34%+1.9pp | 58.88%-39.7pp | 17.29%+1.9pp |
| Employer contribution / active EE | $1,796 | $2,316-22.4% | $4,305-58.3% | $3,746-52.1% |
| Participant deferral / active EE | $2,306 | $3,942-41.5% | $5,540-58.4% | $6,128-62.4% |
| Admin fee / account holder | $136 | $129+5.6% | $14,329-99.0% | $112+21.9% |