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 | Claims processing; Participant loan p... | $1,103 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $225 |
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 | $12,638 | $84,233-85.0% | $170,442-92.6% | $70,131-82.0% |
| Participation rate | 95.7% | 70.8%+24.8pp | 83.6%+12.1pp | 69.5%+26.1pp |
| Annual return | 16.80% | 23.06%-6.3pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $339 | $3,387-90.0% | $5,433-93.8% | $2,342-85.5% |
| Participant deferral / active EE | $1,454 | $3,086-52.9% | $4,939-70.6% | $3,332-56.4% |
| Admin fee / account holder | $7 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |