Filed June 23, 2005
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 | Account maintenance fees; Claims proc... | $3,187 |
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 | $39,064 | $47,977-18.6% | $154,107-74.7% | $56,287-30.6% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | 8.87% | 3.54%+5.3pp | 735.12%-726.2pp | -9.96%+18.8pp |
| Employer contribution / active EE | $1,189 | $2,169-45.2% | $5,298-77.6% | $2,111-43.7% |
| Participant deferral / active EE | $1,791 | $2,392-25.1% | $5,081-64.8% | $3,350-46.5% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |