Filed December 20, 2006 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $16,422 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,750 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $833 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,231 | $52,639+69.5% | $185,117-51.8% | $62,292+43.2% |
| Participation rate | 72.1% | 63.9%+8.3pp | 77.3%-5.1pp | 69.5%+2.6pp |
| Annual return | 13.72% | 19.57%-5.9pp | 40.50%-26.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,498 | $1,483+1.0% | $4,182-64.2% | $2,042-26.6% |
| Participant deferral / active EE | $2,926 | $3,097-5.5% | $5,045-42.0% | $3,169-7.7% |
| Admin fee / account holder | $216 | $374-42.3% | $8,159-97.4% | $479-55.0% |