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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,762 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $110 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,153 | $58,264-24.2% | $86,612-49.0% | $71,457-38.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.31% | 21.63%-3.3pp | 591.07%-572.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,388 | $2,574+31.6% | $3,022+12.1% | $2,588+30.9% |
| Participant deferral / active EE | $3,905 | $3,436+13.6% | $4,438-12.0% | $4,289-8.9% |
| Admin fee / account holder | $108 | $1,057-89.8% | $5,614-98.1% | $1,587-93.2% |