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... | $2,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,172 | $63,745-41.7% | $98,442-62.2% | $79,386-53.2% |
| Participation rate | 87.2% | 69.9%+17.4pp | 73.3%+13.9pp | 70.7%+16.5pp |
| Annual return | 16.07% | 625.80%-609.7pp | 1492.73%-1476.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,781 | $2,557-30.3% | $2,960-39.8% | $2,427-26.6% |
| Participant deferral / active EE | $1,700 | $3,303-48.5% | $4,276-60.2% | $4,046-58.0% |
| Admin fee / account holder | $11 | $516-97.8% | $5,949-99.8% | $626-98.2% |