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 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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,687 |
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 | $25,232 | $54,237-53.5% | $90,281-72.1% | $67,579-62.7% |
| Participation rate | 91.9% | 68.6%+23.2pp | 73.3%+18.6pp | 71.3%+20.6pp |
| Annual return | 27.07% | 37.27%-10.2pp | 78.10%-51.0pp | 378.56%-351.5pp |
| Employer contribution / active EE | $1,188 | $1,846-35.6% | $2,854-58.4% | $2,148-44.7% |
| Participant deferral / active EE | $739 | $2,625-71.8% | $3,885-81.0% | $3,539-79.1% |
| Admin fee / account holder | $8 | $123-93.3% | $5,351-99.8% | $142-94.2% |