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 | Claims processing; Recordkeeping and ... | $5,169 |
Annual investment return 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 | $16,385 | $46,173-64.5% | $170,442-90.4% | $69,631-76.5% |
| Participation rate | 98.9% | 63.9%+35.0pp | 83.6%+15.3pp | 70.7%+28.2pp |
| Annual return | 10.55% | 21.62%-11.1pp | 205.93%-195.4pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $1,524 | $1,610-5.3% | $5,433-71.9% | $2,032-25.0% |
| Participant deferral / active EE | $604 | $2,080-71.0% | $4,939-87.8% | $3,224-81.3% |
| Admin fee / account holder | $14 | $116-87.8% | $13,880-99.9% | $110-87.2% |