Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,492 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $4 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,464 | $58,264+15.8% | $86,612-22.1% | $71,457-5.6% |
| Participation rate | 91.0% | 65.0%+26.0pp | 71.7%+19.3pp | 67.9%+23.1pp |
| Annual return | 18.71% | 21.63%-2.9pp | 591.07%-572.4pp | 28.85%-10.1pp |
| Employer contribution / active EE | $4,923 | $2,574+91.3% | $3,022+62.9% | $2,588+90.3% |
| Participant deferral / active EE | $10,694 | $3,436+211.2% | $4,438+141.0% | $4,289+149.3% |
| Admin fee / account holder | $55 | $1,057-94.8% | $5,614-99.0% | $1,587-96.6% |