Filed October 11, 1
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 9-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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,129 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,017 | $46,732-74.3% | $156,549-92.3% | $55,167-78.2% |
| Participation rate | 68.8% | 65.8%+3.0pp | 84.0%-15.3pp | 69.0%-0.2pp |
| Annual return | 8.37% | 17.72%-9.3pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $125 | $2,105-94.1% | $5,501-97.7% | $1,963-93.6% |
| Participant deferral / active EE | $1,078 | $2,204-51.1% | $4,871-77.9% | $3,054-64.7% |
| Admin fee / account holder | $9 | $418-97.9% | $13,027-99.9% | $504-98.2% |