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 | Sales loads (front end and deferred);... | $618,672 |
MERIDIAN WEALTH MANAGEMENT LLC9+ years Service code 16 · EIN 27-0846572 | Consulting | $202,657 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $4,758 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $250 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,603 | $67,679-57.7% | $155,509-81.6% | $99,062-71.1% |
| Participation rate | 84.1% | 67.2%+16.9pp | 78.2%+5.9pp | 71.6%+12.5pp |
| Annual return | 14.47% | 16.16%-1.7pp | 64.67%-50.2pp | 17.66%-3.2pp |
| Employer contribution / active EE | $1,596 | $2,268-29.6% | $4,672-65.8% | $3,262-51.1% |
| Participant deferral / active EE | $1,935 | $3,828-49.5% | $5,626-65.6% | $5,331-63.7% |
| Admin fee / account holder | $124 | $94+32.3% | $15,912-99.2% | $109+13.7% |