Filed June 17, 2014 (most recent of 2 filings on file)
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; Participant loan p... | $16,950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,309 | $44,989-79.3% | $170,442-94.5% | $77,958-88.1% |
| Participation rate | 83.7% | 64.6%+19.1pp | 83.6%+0.1pp | 71.6%+12.1pp |
| Annual return | 28.89% | 19.61%+9.3pp | 205.93%-177.0pp | 20.87%+8.0pp |
| Employer contribution / active EE | $527 | $1,466-64.1% | $5,433-90.3% | $2,310-77.2% |
| Participant deferral / active EE | $876 | $2,208-60.3% | $4,939-82.3% | $3,537-75.2% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |