Filed January 3, 2012
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; Recordke... | $3,648 |
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 | $10,714 | $47,977-77.7% | $154,107-93.0% | $56,287-81.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.47% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $874 | $2,169-59.7% | $5,298-83.5% | $2,111-58.6% |
| Participant deferral / active EE | $839 | $2,392-64.9% | $5,081-83.5% | $3,350-74.9% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |