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 ... | $1,959 |
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 | $52,838 | $47,977+10.1% | $154,107-65.7% | $56,287-6.1% |
| Participation rate | 98.8% | 66.2%+32.6pp | 83.0%+15.7pp | 69.9%+28.9pp |
| Annual return | -6.30% | 3.54%-9.8pp | 735.12%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,999 | $2,169-7.8% | $5,298-62.3% | $2,111-5.3% |
| Participant deferral / active EE | $3,522 | $2,392+47.2% | $5,081-30.7% | $3,350+5.1% |
| Admin fee / account holder | $9 | $438-97.9% | $13,411-99.9% | $521-98.2% |