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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $169,844 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,201 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $90 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,957 | $50,127+47.5% | $149,673-50.6% | $80,160-7.7% |
| Participation rate | 92.2% | 64.3%+27.9pp | 78.8%+13.4pp | 72.9%+19.2pp |
| Annual return | 12.74% | 29.82%-17.1pp | 134.42%-121.7pp | 40.38%-27.6pp |
| Employer contribution / active EE | $1,998 | $1,865+7.2% | $4,818-58.5% | $2,978-32.9% |
| Participant deferral / active EE | $5,718 | $3,194+79.0% | $5,680+0.7% | $5,017+14.0% |
| Admin fee / account holder | $60 | $153-60.5% | $13,210-99.5% | $145-58.3% |