Filed April 7, 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... | $1,976 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,374 | $55,002-61.1% | $59,878-64.3% | $56,287-62.0% |
| Participation rate | 99.3% | 75.9%+23.3pp | 74.7%+24.6pp | 69.9%+29.4pp |
| Annual return | -6.39% | 1.13%-7.5pp | 3.46%-9.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,177 | $2,448-51.9% | $2,722-56.7% | $2,111-44.2% |
| Participant deferral / active EE | $1,504 | $3,121-51.8% | $3,402-55.8% | $3,350-55.1% |
| Admin fee / account holder | $11 | $236-95.4% | $3,590-99.7% | $521-97.9% |