Filed February 1, 2013
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 | Recordkeeping and information managem... | $1,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,688 | $46,360-66.2% | $147,614-89.4% | $52,331-70.0% |
| Participation rate | 62.3% | 64.9%-2.6pp | 84.6%-22.3pp | 68.1%-5.8pp |
| Annual return | -0.66% | 1.62%-2.3pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $682 | $2,126-67.9% | $5,564-87.7% | $1,882-63.7% |
| Participant deferral / active EE | $639 | $2,258-71.7% | $4,895-87.0% | $3,022-78.9% |
| Admin fee / account holder | $8 | $766-99.0% | $11,611-99.9% | $592-98.7% |