Filed June 7, 2014
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 9-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 | Account maintenance fees; Participant... | $6,666 |
Annual investment return 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 | $7,731 | $37,196-79.2% | $154,107-95.0% | $55,725-86.1% |
| Participation rate | 94.6% | 64.1%+30.5pp | 83.0%+11.6pp | 70.9%+23.8pp |
| Annual return | -6.49% | 1319.68%-1326.2pp | 735.12%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $912 | $1,614-43.5% | $5,298-82.8% | $2,078-56.1% |
| Participant deferral / active EE | $724 | $2,068-65.0% | $5,081-85.7% | $3,356-78.4% |
| Admin fee / account holder | $15 | $102-84.9% | $13,411-99.9% | $115-86.7% |