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 | Participant loan processing; Recordke... | $2,154 |
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 | $41,834 | $52,953-21.0% | $172,739-75.8% | $65,185-35.8% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 5.25% | 30.12%-24.9pp | 802.84%-797.6pp | 29.38%-24.1pp |
| Employer contribution / active EE | $1,207 | $2,190-44.9% | $5,143-76.5% | $2,177-44.5% |
| Participant deferral / active EE | $1,618 | $2,471-34.5% | $5,198-68.9% | $3,514-54.0% |
| Admin fee / account holder | $11 | $472-97.6% | $13,954-99.9% | $847-98.7% |