Filed December 14, 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; Recordkeepi... | $7,043 |
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 | $23,044 | $47,977-52.0% | $154,107-85.0% | $56,287-59.1% |
| Participation rate | 86.9% | 66.2%+20.8pp | 83.0%+3.9pp | 69.9%+17.1pp |
| Annual return | -7.15% | 3.54%-10.7pp | 735.12%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,487 | $2,169+14.7% | $5,298-53.1% | $2,111+17.8% |
| Participant deferral / active EE | $2,144 | $2,392-10.4% | $5,081-57.8% | $3,350-36.0% |
| Admin fee / account holder | $123 | $438-71.8% | $13,411-99.1% | $521-76.3% |