Filed July 31, 2019
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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $3,412 |
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 | $26,541 | $37,196-28.6% | $154,107-82.8% | $55,725-52.4% |
| Participation rate | 95.7% | 64.1%+31.6pp | 83.0%+12.6pp | 70.9%+24.8pp |
| Annual return | -4.54% | 1319.68%-1324.2pp | 735.12%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,571 | $1,614-2.6% | $5,298-70.3% | $2,078-24.4% |
| Participant deferral / active EE | $1,266 | $2,068-38.8% | $5,081-75.1% | $3,356-62.3% |
| Admin fee / account holder | $10 | $102-89.7% | $13,411-99.9% | $115-90.9% |