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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,253 |
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; Recordkeeping and ... | $45 |
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 | $37,358 | $66,124-43.5% | $90,404-58.7% | $73,488-49.2% |
| Participation rate | 98.7% | 69.7%+29.0pp | 72.7%+26.0pp | 70.7%+28.0pp |
| Annual return | 16.13% | 17.65%-1.5pp | 1293.02%-1276.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,432 | $2,346+46.3% | $3,262+5.2% | $2,270+51.2% |
| Participant deferral / active EE | $3,467 | $3,039+14.1% | $3,963-12.5% | $3,740-7.3% |
| Admin fee / account holder | $80 | $396-79.9% | $5,611-98.6% | $513-84.5% |