Filed February 21, 2006
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 4-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 · EIN 13-1614399 300 INTERPACE PARKWAY · PARSIPPANY, NJ 07054 | Recordkeeping and information managem... | $4,881 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,707 | $50,637-63.1% | $86,590-78.4% | $62,292-70.0% |
| Participation rate | 99.1% | 67.9%+31.2pp | 73.5%+25.6pp | 69.5%+29.6pp |
| Annual return | 6.18% | 20.80%-14.6pp | 964.84%-958.7pp | 28.90%-22.7pp |
| Employer contribution / active EE | $1,451 | $2,075-30.1% | $2,839-48.9% | $2,042-29.0% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $17 | $413-96.0% | $4,906-99.7% | $479-96.6% |