Filed October 27, 2003
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: FIDELITY INVSTMS INSTL OPPS CO,INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,210 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,069 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,836 | $37,213+44.7% | $156,549-65.6% | $63,975-15.8% |
| Participation rate | 65.5% | 65.0%+0.5pp | 84.0%-18.5pp | 71.1%-5.7pp |
| Annual return | 7.58% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,230 | $1,357-9.4% | $5,501-77.6% | $2,182-43.6% |
| Participant deferral / active EE | $3,302 | $2,070+59.5% | $4,871-32.2% | $3,356-1.6% |
| Admin fee / account holder | $4 | $56-92.4% | $13,027-100.0% | $70-93.9% |