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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,465 |
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... | $48 |
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 | $37,486 | $51,197-26.8% | $82,719-54.7% | $66,914-44.0% |
| Participation rate | 99.3% | 67.8%+31.5pp | 72.6%+26.7pp | 69.8%+29.5pp |
| Annual return | -11.06% | -9.64%-1.4pp | 701.18%-712.2pp | 1.58%-12.6pp |
| Employer contribution / active EE | $3,208 | $2,611+22.9% | $3,009+6.6% | $2,544+26.1% |
| Participant deferral / active EE | $3,783 | $3,458+9.4% | $4,395-13.9% | $4,237-10.7% |
| Admin fee / account holder | $101 | $416-75.8% | $5,329-98.1% | $593-83.0% |