Filed December 28, 2016
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 10 · EIN 16-1320756 | Accounting | $19,108 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,019 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 15-0532199 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $62 |
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 | $19,861 | $37,117-46.5% | $147,614-86.5% | $55,191-64.0% |
| Participation rate | 92.9% | 63.6%+29.3pp | 84.6%+8.3pp | 69.2%+23.7pp |
| Annual return | -0.43% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $415 | $1,620-74.4% | $5,564-92.5% | $1,899-78.1% |
| Participant deferral / active EE | $1,145 | $1,985-42.3% | $4,895-76.6% | $3,046-62.4% |
| Admin fee / account holder | $95 | $86+11.6% | $11,611-99.2% | $91+5.2% |