Filed December 10, 2005
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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $17,918 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,679 |
QBI, LLC1 year Service code 15 · EIN 26-2768667 | Recordkeeping | $6,315 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $332 |
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 | $41,064 | $52,293-21.5% | $178,490-77.0% | $73,409-44.1% |
| Participation rate | 96.9% | 65.3%+31.6pp | 81.9%+15.0pp | 72.2%+24.7pp |
| Annual return | 15.21% | 34.75%-19.5pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,891 | $1,735+9.0% | $5,011-62.3% | $2,234-15.3% |
| Participant deferral / active EE | $2,819 | $2,332+20.9% | $5,202-45.8% | $3,805-25.9% |
| Admin fee / account holder | $92 | $127-27.4% | $13,984-99.3% | $158-41.4% |