Filed July 23, 2006
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... | $2,534 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,289 | $55,453-40.0% | $170,442-80.5% | $62,292-46.6% |
| Participation rate | 99.4% | 66.4%+33.1pp | 83.6%+15.8pp | 69.5%+29.9pp |
| Annual return | 11.16% | 21.38%-10.2pp | 205.93%-194.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $2,970 | $2,164+37.3% | $5,433-45.3% | $2,042+45.4% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $10 | $455-97.8% | $13,880-99.9% | $479-97.9% |