Filed June 25, 2001
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 6-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 | Recordkeeping and information managem... | $1,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,714 | $77,634-83.6% | $156,549-91.9% | $62,891-79.8% |
| Participation rate | 96.1% | 71.2%+24.9pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 7.67% | 50.32%-42.6pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,738 | $3,045-42.9% | $4,871-64.3% | $3,203-45.8% |
| Admin fee / account holder | $8 | $5,561-99.9% | $13,027-99.9% | $4,296-99.8% |