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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75,822 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $456 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,567 | $45,382+22.4% | $154,107-63.9% | $75,289-26.2% |
| Participation rate | 79.6% | 65.9%+13.7pp | 83.0%-3.4pp | 72.4%+7.2pp |
| Annual return | -2.84% | -0.47%-2.4pp | 735.12%-738.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,399 | $1,533-8.7% | $5,298-73.6% | $2,405-41.8% |
| Participant deferral / active EE | $4,120 | $2,384+72.8% | $5,081-18.9% | $3,739+10.2% |
| Admin fee / account holder | $32 | $89-63.8% | $13,411-99.8% | $102-68.4% |