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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $215,745 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,690 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $403 |
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 | $72,293 | $67,512+7.1% | $185,823-61.1% | $93,030-22.3% |
| Participation rate | 90.0% | 67.1%+22.8pp | 81.7%+8.3pp | 73.9%+16.1pp |
| Annual return | 11.83% | 21.04%-9.2pp | 122.05%-110.2pp | 158.70%-146.9pp |
| Employer contribution / active EE | $1,607 | $1,783-9.9% | $5,167-68.9% | $2,706-40.6% |
| Participant deferral / active EE | $4,853 | $3,035+59.9% | $5,568-12.8% | $4,562+6.4% |
| Admin fee / account holder | $72 | $318-77.2% | $16,237-99.6% | $152-52.3% |