Filed September 15, 2003
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 8-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; Recordke... | $6,229 |
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 | $27,905 | $55,453-49.7% | $170,442-83.6% | $62,292-55.2% |
| Participation rate | 89.9% | 66.4%+23.5pp | 83.6%+6.3pp | 69.5%+20.4pp |
| Annual return | 12.62% | 21.38%-8.8pp | 205.93%-193.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,080 | $2,164-50.1% | $5,433-80.1% | $2,042-47.1% |
| Participant deferral / active EE | $2,075 | $2,303-9.9% | $4,939-58.0% | $3,169-34.5% |
| Admin fee / account holder | $12 | $455-97.3% | $13,880-99.9% | $479-97.4% |