Filed April 18, 2016
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 | Claims processing; Recordkeeping and ... | $1,130 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,020 | $84,233-79.8% | $170,442-90.0% | $70,131-75.7% |
| Participation rate | 94.6% | 70.8%+23.8pp | 83.6%+11.0pp | 69.5%+25.1pp |
| Annual return | 16.20% | 23.06%-6.9pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $736 | $3,387-78.3% | $5,433-86.5% | $2,342-68.6% |
| Participant deferral / active EE | $1,328 | $3,086-57.0% | $4,939-73.1% | $3,332-60.1% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |