Filed April 27, 2015
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 | Account maintenance fees; Claims proc... | $1,577 |
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 | $11,443 | $47,977-76.1% | $154,107-92.6% | $56,287-79.7% |
| Participation rate | 99.1% | 66.2%+32.9pp | 83.0%+16.1pp | 69.9%+29.3pp |
| Annual return | -3.43% | 3.54%-7.0pp | 735.12%-738.5pp | -9.96%+6.5pp |
| Employer contribution / active EE | $904 | $2,169-58.3% | $5,298-82.9% | $2,111-57.2% |
| Participant deferral / active EE | $737 | $2,392-69.2% | $5,081-85.5% | $3,350-78.0% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |