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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| 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 | $66,156 |
US BANK5+ years Filed as: US BANK NA Service code 20 · EIN 31-0841368 1555 N. RIVERCENTER DRIVE · MILWAUKEE, WI 53212 | Trustee (individual); Direct payment ... | $21,303 |
RUBINBROWN LLP5+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 ONE NORTH BRENTWOOD BLVD. · ST. LOUIS, MO 63105 | Accounting | $9,500 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 4.23% | 8.57%-4.3pp | 7.87%-3.6pp | 9.29%-5.1pp |
| Employer contribution / active EE | $7,246 | $19,481-62.8% | $31,768-77.2% | $15,168-52.2% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |