Filed March 10, 1992
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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $689 |
Filed as: MUTUAL OF AMERICA INVESTMENT CORP. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Plan Administrator; Participant loan ... | $327 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,216 | $61,272-24.6% | $149,673-69.1% | $71,457-35.3% |
| Participation rate | 99.6% | 62.5%+37.1pp | 78.8%+20.8pp | 67.9%+31.6pp |
| Annual return | 8.79% | 35.85%-27.1pp | 134.42%-125.6pp | 28.85%-20.1pp |
| Employer contribution / active EE | $2,755 | $2,378+15.8% | $4,818-42.8% | $2,588+6.5% |
| Participant deferral / active EE | $2,309 | $2,917-20.8% | $5,680-59.3% | $4,289-46.2% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |