Filed June 22, 2010
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 | Account maintenance fees; Claims proc... | $2,747 |
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 | $24,576 | $47,977-48.8% | $154,107-84.1% | $56,287-56.3% |
| Participation rate | 88.1% | 66.2%+22.0pp | 83.0%+5.1pp | 69.9%+18.3pp |
| Annual return | -4.75% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,146 | $2,169-47.1% | $5,298-78.4% | $2,111-45.7% |
| Participant deferral / active EE | $1,168 | $2,392-51.1% | $5,081-77.0% | $3,350-65.1% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |