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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,982 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $274 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,774 | $41,854-48.0% | $73,843-70.5% | $52,331-58.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.41% | 2.11%-2.5pp | 2267.84%-2268.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $944 | $1,920-50.9% | $2,787-66.1% | $1,882-49.9% |
| Participant deferral / active EE | $1,746 | $2,498-30.1% | $3,583-51.3% | $3,022-42.2% |
| Admin fee / account holder | $10 | $493-98.0% | $4,880-99.8% | $592-98.3% |