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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Sa... | $246,254 |
MERIDIAN WEALTH MANAGEMENT LLC3+ years Service code 16 · EIN 27-0846572 | Consulting | $79,630 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $8,648 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: CHARLES SCHWAB, & CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,870 | $45,382-56.2% | $154,107-87.1% | $75,289-73.6% |
| Participation rate | 81.1% | 65.9%+15.2pp | 83.0%-2.0pp | 72.4%+8.7pp |
| Annual return | 9.69% | -0.47%+10.2pp | 735.12%-725.4pp | -0.04%+9.7pp |
| Employer contribution / active EE | $1,256 | $1,533-18.1% | $5,298-76.3% | $2,405-47.8% |
| Participant deferral / active EE | $1,291 | $2,384-45.9% | $5,081-74.6% | $3,739-65.5% |
| Admin fee / account holder | $85 | $89-5.3% | $13,411-99.4% | $102-17.4% |