Filed September 2, 2009
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 | Claims processing; Account maintenanc... | $1,339 |
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 | $51,476 | $77,813-33.8% | $123,544-58.3% | $64,186-19.8% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.6pp | 69.6%+29.4pp |
| Annual return | -2.48% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $3,328 | $3,014+10.4% | $4,628-28.1% | $2,381+39.8% |
| Participant deferral / active EE | $4,091 | $5,240-21.9% | $6,426-36.3% | $3,470+17.9% |
| Admin fee / account holder | $10 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |