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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $176,575 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,850 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $408 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,976 | $56,095+19.4% | $178,490-62.5% | $90,288-25.8% |
| Participation rate | 87.1% | 65.6%+21.6pp | 81.9%+5.2pp | 73.4%+13.8pp |
| Annual return | 12.74% | 28.81%-16.1pp | 151.07%-138.3pp | 53.97%-41.2pp |
| Employer contribution / active EE | $1,555 | $1,572-1.1% | $5,011-69.0% | $2,524-38.4% |
| Participant deferral / active EE | $4,582 | $2,669+71.7% | $5,202-11.9% | $4,232+8.3% |
| Admin fee / account holder | $64 | $101-36.8% | $13,984-99.5% | $114-44.2% |