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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $174,909 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,850 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $414 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,169 | $53,136+28.3% | $155,509-56.2% | $199,593-65.8% |
| Participation rate | 87.0% | 64.1%+22.9pp | 78.2%+8.8pp | 72.0%+15.0pp |
| Annual return | 12.60% | 41.15%-28.5pp | 64.67%-52.1pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,449 | $1,851-21.7% | $4,672-69.0% | $3,034-52.2% |
| Participant deferral / active EE | $4,339 | $3,161+37.3% | $5,626-22.9% | $5,087-14.7% |
| Admin fee / account holder | $49 | $185-73.4% | $15,912-99.7% | $269-81.6% |