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 | Account maintenance fees; Claims proc... | $15,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $11,826 | $37,884-68.8% | $79,464-85.1% | $75,289-84.3% |
| Participation rate | 69.3% | 65.0%+4.3pp | 73.3%-4.0pp | 72.4%-3.1pp |
| Annual return | 39.13% | 1.06%+38.1pp | 718.14%-679.0pp | -0.04%+39.2pp |
| Employer contribution / active EE | $366 | $1,680-78.2% | $2,800-86.9% | $2,405-84.8% |
| Participant deferral / active EE | $729 | $2,569-71.6% | $3,704-80.3% | $3,739-80.5% |
| Admin fee / account holder | $0 | $77-100.0% | $5,113-100.0% | $102-100.0% |