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 | Claims processing; Recordkeeping and ... | $4,874 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,505 | $52,670-63.0% | $90,404-78.4% | $73,409-73.4% |
| Participation rate | 71.1% | 67.7%+3.5pp | 72.7%-1.6pp | 72.2%-1.0pp |
| Annual return | 14.58% | 20.70%-6.1pp | 1293.02%-1278.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $679 | $1,872-63.7% | $3,262-79.2% | $2,234-69.6% |
| Participant deferral / active EE | $519 | $2,807-81.5% | $3,963-86.9% | $3,805-86.4% |
| Admin fee / account holder | $7 | $117-94.1% | $5,611-99.9% | $158-95.7% |