Filed April 26, 2006 (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 |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $27,440 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,224 | $36,2240% | $414,698-91.3% | $36,2240% |
| Participation rate | 37.9% | 9.5%+28.4pp | 46.8%-8.9pp | 2.1%+35.8pp |
| Annual return | 8.54% | 8.40%+0.1pp | 8.80%-0.3pp | 9.14%-0.6pp |
| Employer contribution / active EE | $2,807 | $16,322-82.8% | $29,429-90.5% | $19,963-85.9% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $200 | $2000% | $10,933-98.2% | $2000% |