Filed November 24, 2009 (most recent of 4 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 |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP11+ years Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 11 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $49,772 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $328,890-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 18.6%-18.6pp |
| Annual return | 7.06% | 10.11%-3.0pp | 8.43%-1.4pp | 9.77%-2.7pp |
| Employer contribution / active EE | $0 | $17,214-100.0% | $29,249-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $13-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,081-100.0% | $2,893-100.0% |