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... | $2,522 |
TIAA4+ 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 | $66,590 | $47,648+39.8% | $130,648-49.0% | $67,579-1.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.7%+28.3pp | 71.3%+28.7pp |
| Annual return | 5.22% | 25.73%-20.5pp | 1708.96%-1703.7pp | 378.56%-373.3pp |
| Employer contribution / active EE | $1,514 | $1,408+7.6% | $4,092-63.0% | $2,148-29.5% |
| Participant deferral / active EE | $1,963 | $2,616-25.0% | $3,603-45.5% | $3,539-44.5% |
| Admin fee / account holder | $0 | $105-100.0% | $5,464-100.0% | $142-100.0% |