Filed October 18, 2004
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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,174 | $47,126-74.2% | $149,673-91.9% | $74,419-83.6% |
| Participation rate | 71.0% | 63.4%+7.6pp | 78.8%-7.8pp | 70.7%+0.2pp |
| Annual return | 26.63% | 22.75%+3.9pp | 134.42%-107.8pp | 34.38%-7.7pp |
| Employer contribution / active EE | $778 | $1,905-59.2% | $4,818-83.9% | $2,637-70.5% |
| Participant deferral / active EE | $1,842 | $2,728-32.5% | $5,680-67.6% | $4,528-59.3% |
| Admin fee / account holder | $3 | $343-99.2% | $13,210-100.0% | $348-99.2% |