Filed March 3, 2010
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; Recordkeeping and ... | $1,265 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,666 | $80,717-79.4% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.5pp | 68.3%+20.3pp |
| Annual return | 8.54% | 37.96%-29.4pp | 58.88%-50.3pp | 40.90%-32.4pp |
| Employer contribution / active EE | $718 | $2,761-74.0% | $4,305-83.3% | $2,631-72.7% |
| Participant deferral / active EE | $2,309 | $3,303-30.1% | $5,540-58.3% | $4,212-45.2% |
| Admin fee / account holder | $25 | $6,746-99.6% | $14,329-99.8% | $7,344-99.7% |