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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,975 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $16 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,255 | $60,323-15.0% | $81,812-37.3% | $74,495-31.2% |
| Participation rate | 97.7% | 62.9%+34.9pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 12.49% | 16.90%-4.4pp | 773.79%-761.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,104 | $2,620+56.6% | $2,912+40.9% | $2,623+56.5% |
| Participant deferral / active EE | $4,415 | $3,387+30.3% | $4,319+2.2% | $4,346+1.6% |
| Admin fee / account holder | $100 | $1,486-93.3% | $7,386-98.6% | $1,942-94.8% |