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 | Account maintenance fees; Recordkeepi... | $2,699 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,693 | $47,722-44.1% | $82,719-67.7% | $64,808-58.8% |
| Participation rate | 72.1% | 67.6%+4.5pp | 72.6%-0.4pp | 71.5%+0.7pp |
| Annual return | -12.00% | -13.05%+1.0pp | 701.18%-713.2pp | 32.82%-44.8pp |
| Employer contribution / active EE | $1,384 | $2,179-36.5% | $3,009-54.0% | $2,506-44.7% |
| Participant deferral / active EE | $779 | $3,329-76.6% | $4,395-82.3% | $4,310-81.9% |
| Admin fee / account holder | $6 | $143-95.5% | $5,329-99.9% | $188-96.6% |