Filed June 28, 2015 (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 |
|---|---|---|
LPL FINANCIAL2+ years Service code 12 75 STATE STREET 24TH FLOOR · BOSTON, MA 02109 | Claims processing; Recordkeeping and ... | $8,948 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,156 | $36,916-69.8% | $156,549-92.9% | $57,658-80.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 5.13% | 12.38%-7.2pp | 32.23%-27.1pp | 5.13%0pp |
| Employer contribution / active EE | $1,186 | $1,571-24.5% | $5,501-78.4% | $1,974-39.9% |
| Participant deferral / active EE | $631 | $1,926-67.2% | $4,871-87.0% | $3,061-79.4% |
| Admin fee / account holder | $21 | $82-74.9% | $13,027-99.8% | $95-78.1% |