Filed October 19, 2004 (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 37 · EIN 04-2647786 | Loan Processing | $124,306 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 60 320 PARK AVENUE · NEW YORK, NY 10022 | Sub-TA Fees | $1,739 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 60 · EIN 13-1624203 | Sub-TA Fees | $5 |
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 | $32,268 | $85,199-62.1% | $57,179-43.6% | $63,975-49.6% |
| Participation rate | 72.2% | 74.0%-1.9pp | 75.3%-3.2pp | 71.1%+1.0pp |
| Annual return | 6.59% | 10.43%-3.8pp | 14.59%-8.0pp | 48.65%-42.1pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,575 | $3,109-49.3% | $3,096-49.1% | $3,356-53.1% |
| Admin fee / account holder | $20 | $39-47.1% | $3,139-99.3% | $70-71.0% |