Filed March 10, 1992
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 100226839 | Direct payment from the plan; Claims ... | $1,185 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,441 | $46,173-86.1% | $170,442-96.2% | $69,631-90.8% |
| Participation rate | 95.5% | 63.9%+31.6pp | 83.6%+11.9pp | 70.7%+24.8pp |
| Annual return | 11.06% | 21.62%-10.6pp | 205.93%-194.9pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $548 | $1,610-66.0% | $5,433-89.9% | $2,032-73.1% |
| Participant deferral / active EE | $988 | $2,080-52.5% | $4,939-80.0% | $3,224-69.3% |
| Admin fee / account holder | $2 | $116-97.9% | $13,880-100.0% | $110-97.8% |