Filed August 26, 2014
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 | Recordkeeping and information managem... | $0 |
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 | $12,917 | $46,732-72.4% | $156,549-91.7% | $55,167-76.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -0.49% | 17.72%-18.2pp | 32.23%-32.7pp | 169.23%-169.7pp |
| Employer contribution / active EE | $294 | $2,105-86.0% | $5,501-94.7% | $1,963-85.0% |
| Participant deferral / active EE | $1,741 | $2,204-21.0% | $4,871-64.3% | $3,054-43.0% |
| Admin fee / account holder | $11 | $418-97.4% | $13,027-99.9% | $504-97.9% |