Filed June 11, 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 LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,787 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $53,648 | $46,732+14.8% | $156,549-65.7% | $55,167-2.8% |
| Participation rate | 96.8% | 65.8%+31.0pp | 84.0%+12.7pp | 69.0%+27.8pp |
| Annual return | 10.00% | 17.72%-7.7pp | 32.23%-22.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,948 | $2,105-7.5% | $5,501-64.6% | $1,963-0.7% |
| Participant deferral / active EE | $3,287 | $2,204+49.1% | $4,871-32.5% | $3,054+7.6% |
| Admin fee / account holder | $10 | $418-97.7% | $13,027-99.9% | $504-98.1% |