Filed March 25, 2014
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 |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $5,409 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $446 |
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 | $37,700 | $47,977-21.4% | $154,107-75.5% | $56,287-33.0% |
| Participation rate | 72.8% | 66.2%+6.6pp | 83.0%-10.2pp | 69.9%+2.9pp |
| Annual return | -2.69% | 3.54%-6.2pp | 735.12%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,769 | $2,169-18.4% | $5,298-66.6% | $2,111-16.2% |
| Participant deferral / active EE | $2,799 | $2,392+17.0% | $5,081-44.9% | $3,350-16.4% |
| Admin fee / account holder | $37 | $438-91.5% | $13,411-99.7% | $521-92.9% |