Filed June 3, 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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,770 |
TIAA2+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Claims processing; Recordkeeping and ... | $0 |
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 | $51,627 | $45,324+13.9% | $122,332-57.8% | $69,631-25.9% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 12.27% | 25.35%-13.1pp | 30.27%-18.0pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $1,261 | $1,230+2.6% | $4,050-68.9% | $2,032-37.9% |
| Participant deferral / active EE | $1,699 | $2,367-28.2% | $3,287-48.3% | $3,224-47.3% |
| Admin fee / account holder | $0 | $87-100.0% | $5,478-100.0% | $110-100.0% |