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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,373 |
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 | $57,040 | $55,453+2.9% | $170,442-66.5% | $62,292-8.4% |
| Participation rate | 73.6% | 66.4%+7.2pp | 83.6%-10.0pp | 69.5%+4.1pp |
| Annual return | 9.63% | 21.38%-11.7pp | 205.93%-196.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $4,224 | $2,164+95.2% | $5,433-22.2% | $2,042+106.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $16 | $455-96.5% | $13,880-99.9% | $479-96.7% |