Filed April 19, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $40,411 |
US BANK1+ years Filed as: US BANK NA Service code 20 · EIN 31-0841368 | Trustee (individual); Direct payment ... | $20,524 |
RUBINBROWN LLP1+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 ONE NORTH BRENTWOOD BLVD · ST LOUIS, MO 63105 | Accounting | $9,200 |
See 1 actuary disclosure. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $62,057 | $54,332+14.2% | $115,939-46.5% | $49,677+24.9% |
| Participation rate | 98.1% | 17.7%+80.4pp | 19.3%+78.9pp | 3.6%+94.5pp |
| Annual return | 1.54% | 4.08%-2.5pp | 3.97%-2.4pp | 11.88%-10.3pp |
| Employer contribution / active EE | $9,346 | $19,692-52.5% | $28,168-66.8% | $14,612-36.0% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $384 | $282+36.1% | $12,837-97.0% | $637-39.7% |