Filed January 23, 2017 (most recent of 2 filings on file)
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... | $5,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,132 | $45,382-66.7% | $154,107-90.2% | $75,289-79.9% |
| Participation rate | 85.4% | 65.9%+19.5pp | 83.0%+2.4pp | 72.4%+13.0pp |
| Annual return | -6.35% | -0.47%-5.9pp | 735.12%-741.5pp | -0.04%-6.3pp |
| Employer contribution / active EE | $1,056 | $1,533-31.1% | $5,298-80.1% | $2,405-56.1% |
| Participant deferral / active EE | $1,441 | $2,384-39.6% | $5,081-71.6% | $3,739-61.5% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |