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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,567 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $140 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Account maintenanc... | $43 |
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 | $30,536 | $51,620-40.8% | $90,281-66.2% | $65,185-53.2% |
| Participation rate | 94.6% | 68.6%+26.0pp | 73.3%+21.4pp | 70.2%+24.4pp |
| Annual return | 24.87% | 24.94%-0.1pp | 78.10%-53.2pp | 29.38%-4.5pp |
| Employer contribution / active EE | $3,059 | $2,235+36.9% | $2,854+7.2% | $2,177+40.5% |
| Participant deferral / active EE | $3,112 | $2,871+8.4% | $3,885-19.9% | $3,514-11.4% |
| Admin fee / account holder | $74 | $384-80.7% | $5,351-98.6% | $847-91.2% |