Filed July 6, 2007
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 | Recordkeeping and information managem... | $640 |
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 | $87,461 | $57,976+50.9% | $62,995+38.8% | $62,292+40.4% |
| Participation rate | 91.1% | 75.9%+15.1pp | 74.8%+16.3pp | 69.5%+21.5pp |
| Annual return | 12.78% | 17.54%-4.8pp | 87.57%-74.8pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,520 | $2,415-37.0% | $2,759-44.9% | $2,042-25.6% |
| Participant deferral / active EE | $4,684 | $2,956+58.5% | $3,329+40.7% | $3,169+47.8% |
| Admin fee / account holder | $1 | $276-99.5% | $3,600-100.0% | $479-99.7% |