Filed October 18, 2004
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 | Recordkeeping and information managem... | $824 |
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 | $7,502 | $37,117-79.8% | $147,614-94.9% | $55,191-86.4% |
| Participation rate | 99.8% | 63.6%+36.2pp | 84.6%+15.2pp | 69.2%+30.7pp |
| Annual return | 3.32% | 3.44%-0.1pp | 61.98%-58.7pp | 10.78%-7.5pp |
| Employer contribution / active EE | $297 | $1,620-81.7% | $5,564-94.7% | $1,899-84.4% |
| Participant deferral / active EE | $1,216 | $1,985-38.8% | $4,895-75.2% | $3,046-60.1% |
| Admin fee / account holder | $4 | $86-95.9% | $11,611-100.0% | $91-96.1% |