Filed February 1, 2013 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,213 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $4,345 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,460 | $52,293-45.6% | $178,490-84.1% | $73,409-61.2% |
| Participation rate | 70.2% | 65.3%+4.9pp | 81.9%-11.7pp | 72.2%-1.9pp |
| Annual return | 10.91% | 34.75%-23.8pp | 151.07%-140.2pp | 59.29%-48.4pp |
| Employer contribution / active EE | $1,437 | $1,735-17.2% | $5,011-71.3% | $2,234-35.7% |
| Participant deferral / active EE | $1,934 | $2,332-17.1% | $5,202-62.8% | $3,805-49.2% |
| Admin fee / account holder | $14 | $127-89.2% | $13,984-99.9% | $158-91.3% |