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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,758 |
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 ... | $72 |
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 | $44,241 | $63,745-30.6% | $98,442-55.1% | $79,386-44.3% |
| Participation rate | 98.5% | 69.9%+28.7pp | 73.3%+25.2pp | 70.7%+27.8pp |
| Annual return | 14.10% | 625.80%-611.7pp | 1492.73%-1478.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,654 | $2,557+42.9% | $2,960+23.5% | $2,427+50.5% |
| Participant deferral / active EE | $3,872 | $3,303+17.2% | $4,276-9.5% | $4,046-4.3% |
| Admin fee / account holder | $112 | $516-78.4% | $5,949-98.1% | $626-82.2% |