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 | $18,062 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $69 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years 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 | $76,365 | $60,323+26.6% | $81,812-6.7% | $74,495+2.5% |
| Participation rate | 95.1% | 62.9%+32.3pp | 72.3%+22.8pp | 67.2%+27.9pp |
| Annual return | 14.28% | 16.90%-2.6pp | 773.79%-759.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,846 | $2,620+84.9% | $2,912+66.4% | $2,623+84.8% |
| Participant deferral / active EE | $10,376 | $3,387+206.3% | $4,319+140.3% | $4,346+138.8% |
| Admin fee / account holder | $70 | $1,486-95.3% | $7,386-99.1% | $1,942-96.4% |