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... | $0 |
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 | $10,553 | $46,173-77.1% | $170,442-93.8% | $69,631-84.8% |
| Participation rate | 92.9% | 63.9%+29.0pp | 83.6%+9.3pp | 70.7%+22.2pp |
| Annual return | 13.11% | 21.62%-8.5pp | 205.93%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $257 | $1,610-84.0% | $5,433-95.3% | $2,032-87.4% |
| Participant deferral / active EE | $1,233 | $2,080-40.7% | $4,939-75.0% | $3,224-61.7% |
| Admin fee / account holder | $2 | $116-98.0% | $13,880-100.0% | $110-97.9% |