Filed March 26, 2004 (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 | Recordkeeping and information managem... | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,395 | $55,453-56.0% | $170,442-85.7% | $62,292-60.8% |
| Participation rate | 66.1% | 66.4%-0.3pp | 83.6%-17.5pp | 69.5%-3.4pp |
| Annual return | 24.64% | 21.38%+3.3pp | 205.93%-181.3pp | 28.90%-4.3pp |
| Employer contribution / active EE | $879 | $2,164-59.4% | $5,433-83.8% | $2,042-57.0% |
| Participant deferral / active EE | $1,311 | $2,303-43.1% | $4,939-73.5% | $3,169-58.6% |
| Admin fee / account holder | $11 | $455-97.5% | $13,880-99.9% | $479-97.7% |