Filed June 11, 2008 (most recent of 2 filings on file)
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 | Participant loan processing; Claims p... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,775 | $36,916+37.5% | $156,549-67.6% | $57,658-11.9% |
| Participation rate | 44.6% | 63.4%-18.8pp | 84.0%-39.4pp | 70.2%-25.6pp |
| Annual return | 6.46% | 12.38%-5.9pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,567 | $1,571-0.2% | $5,501-71.5% | $1,974-20.6% |
| Participant deferral / active EE | $1,255 | $1,926-34.8% | $4,871-74.2% | $3,061-59.0% |
| Admin fee / account holder | $11 | $82-86.8% | $13,027-99.9% | $95-88.5% |