Filed August 8, 2008
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 INSURANCE CO. Service code 12 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $1,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,427 | $55,415-10.8% | $155,509-68.2% | $74,495-33.7% |
| Participation rate | 87.5% | 61.9%+25.6pp | 78.2%+9.3pp | 67.2%+20.3pp |
| Annual return | 17.31% | 268.50%-251.2pp | 64.67%-47.4pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,889 | $2,267+27.4% | $4,672-38.2% | $2,623+10.1% |
| Participant deferral / active EE | $2,519 | $2,836-11.2% | $5,626-55.2% | $4,346-42.0% |
| Admin fee / account holder | $8 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |