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 | Claims processing; Account maintenanc... | $5,993 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,358 | $54,237-77.2% | $90,281-86.3% | $67,579-81.7% |
| Participation rate | 86.9% | 68.6%+18.2pp | 73.3%+13.6pp | 71.3%+15.6pp |
| Annual return | 5.99% | 37.27%-31.3pp | 78.10%-72.1pp | 378.56%-372.6pp |
| Employer contribution / active EE | $421 | $1,846-77.2% | $2,854-85.3% | $2,148-80.4% |
| Participant deferral / active EE | $1,204 | $2,625-54.1% | $3,885-69.0% | $3,539-66.0% |
| Admin fee / account holder | $7 | $123-94.2% | $5,351-99.9% | $142-95.0% |