Filed March 27, 2007
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... | $1,716 |
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 | $87,020 | $38,969+123.3% | $109,313-20.4% | $55,167+57.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 0.75% | 8.26%-7.5pp | 22.07%-21.3pp | 169.23%-168.5pp |
| Employer contribution / active EE | $3,390 | $1,227+176.4% | $3,892-12.9% | $1,963+72.8% |
| Participant deferral / active EE | $3,954 | $2,176+81.7% | $3,166+24.9% | $3,054+29.4% |
| Admin fee / account holder | $9 | $501-98.2% | $5,666-99.8% | $504-98.2% |