See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,511 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $48 |
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 | $31,969 | $58,879-45.7% | $178,490-82.1% | $73,488-56.5% |
| Participation rate | 97.2% | 66.2%+31.0pp | 81.9%+15.3pp | 70.7%+26.6pp |
| Annual return | 12.59% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,638 | $2,236-26.8% | $5,011-67.3% | $2,270-27.8% |
| Participant deferral / active EE | $3,240 | $2,567+26.2% | $5,202-37.7% | $3,740-13.4% |
| Admin fee / account holder | $258 | $400-35.5% | $13,984-98.2% | $513-49.6% |