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 | $44,846 |
US BANK3+ years Filed as: US BANK NA Service code 20 · EIN 31-0841368 1555 N. RIVERCENTER DR., SUITE 300 · MILWAUKEE, WI 53212 | Direct payment from the plan; Trustee... | $21,397 |
RUBINBROWN LLP3+ 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.
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 | $0 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | 6.00% | -0.95%+7.0pp | -0.67%+6.7pp | -0.69%+6.7pp |
| Employer contribution / active EE | $8,000 | $18,555-56.9% | $31,731-74.8% | $16,786-52.3% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |