Filed February 21, 2017
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; Claims p... | $2,491 |
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 | $35,917 | $66,124-45.7% | $90,404-60.3% | $73,488-51.1% |
| Participation rate | 97.2% | 69.7%+27.6pp | 72.7%+24.6pp | 70.7%+26.6pp |
| Annual return | 15.17% | 17.65%-2.5pp | 1293.02%-1277.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,503 | $2,346+6.7% | $3,262-23.3% | $2,270+10.3% |
| Participant deferral / active EE | $2,352 | $3,039-22.6% | $3,963-40.7% | $3,740-37.1% |
| Admin fee / account holder | $12 | $396-97.0% | $5,611-99.8% | $513-97.7% |