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; Account maintenanc... | $10,288 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,330 | $62,928-69.3% | $172,739-88.8% | $67,579-71.4% |
| Participation rate | 93.8% | 64.5%+29.4pp | 82.6%+11.2pp | 71.3%+22.6pp |
| Annual return | 5.33% | 30.36%-25.0pp | 802.84%-797.5pp | 378.56%-373.2pp |
| Employer contribution / active EE | $2,722 | $1,636+66.4% | $5,143-47.1% | $2,148+26.7% |
| Participant deferral / active EE | $628 | $2,145-70.7% | $5,198-87.9% | $3,539-82.3% |
| Admin fee / account holder | $15 | $167-90.8% | $13,954-99.9% | $142-89.2% |