Filed March 10, 2015
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... | $5,707 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,739 | $46,100-61.5% | $86,590-79.5% | $69,631-74.5% |
| Participation rate | 79.4% | 67.2%+12.2pp | 73.5%+5.8pp | 70.7%+8.7pp |
| Annual return | 13.13% | 21.02%-7.9pp | 964.84%-951.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $715 | $1,850-61.4% | $2,839-74.8% | $2,032-64.8% |
| Participant deferral / active EE | $847 | $2,432-65.1% | $3,609-76.5% | $3,224-73.7% |
| Admin fee / account holder | $10 | $94-89.7% | $4,906-99.8% | $110-91.2% |