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 | Claims processing; Recordkeeping and ... | $1,339 |
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 | $21,552 | $55,453-61.1% | $170,442-87.4% | $62,292-65.4% |
| Participation rate | 60.5% | 66.4%-5.9pp | 83.6%-23.1pp | 69.5%-9.0pp |
| Annual return | 16.39% | 21.38%-5.0pp | 205.93%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $659 | $2,164-69.5% | $5,433-87.9% | $2,042-67.7% |
| Participant deferral / active EE | $870 | $2,303-62.2% | $4,939-82.4% | $3,169-72.5% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |