Filed January 1, 2015
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 4-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... | $3,696 |
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 | $15,187 | $46,100-67.1% | $86,590-82.5% | $69,631-78.2% |
| Participation rate | 81.8% | 67.2%+14.6pp | 73.5%+8.2pp | 70.7%+11.1pp |
| Annual return | 12.02% | 21.02%-9.0pp | 964.84%-952.8pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $480 | $1,850-74.1% | $2,839-83.1% | $2,032-76.4% |
| Participant deferral / active EE | $1,390 | $2,432-42.8% | $3,609-61.5% | $3,224-56.9% |
| Admin fee / account holder | $6 | $94-93.1% | $4,906-99.9% | $110-94.1% |