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 | Recordkeeping and information managem... | $1,948 |
TIAA3+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $0 |
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 | $68,305 | $44,221+54.5% | $121,196-43.6% | $56,287+21.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | 10.10% | -3.58%+13.7pp | 16.93%-6.8pp | -9.96%+20.1pp |
| Employer contribution / active EE | $1,729 | $1,480+16.8% | $4,022-57.0% | $2,111-18.1% |
| Participant deferral / active EE | $2,358 | $2,521-6.5% | $3,344-29.5% | $3,350-29.6% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |