Filed October 18, 2004
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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,032 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,181 | $58,879-75.9% | $178,490-92.1% | $73,488-80.7% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 13.99% | 24.86%-10.9pp | 151.07%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,655 | $2,236-26.0% | $5,011-67.0% | $2,270-27.1% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10 | $400-97.6% | $13,984-99.9% | $513-98.1% |