Filed August 18, 2020 (most recent of 2 filings on file)
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 9-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... | $0 |
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 | $11,883 | $39,859-70.2% | $78,689-84.9% | $57,658-79.4% |
| Participation rate | 99.9% | 66.1%+33.8pp | 73.6%+26.3pp | 70.2%+29.7pp |
| Annual return | 1.01% | 18.96%-18.0pp | 62.18%-61.2pp | 5.13%-4.1pp |
| Employer contribution / active EE | $706 | $1,786-60.5% | $2,851-75.2% | $1,974-64.2% |
| Participant deferral / active EE | $726 | $2,248-67.7% | $3,517-79.3% | $3,061-76.3% |
| Admin fee / account holder | $12 | $76-84.1% | $4,510-99.7% | $95-87.2% |