Filed October 18, 2004
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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,758 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $119 |
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 | $38,322 | $49,177-22.1% | $79,464-51.8% | $64,186-40.3% |
| Participation rate | 98.9% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | -1.39% | -1.16%-0.2pp | 718.14%-719.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $2,264 | $2,076+9.0% | $2,800-19.2% | $2,381-4.9% |
| Participant deferral / active EE | $5,352 | $2,821+89.7% | $3,704+44.5% | $3,470+54.3% |
| Admin fee / account holder | $11 | $3,839-99.7% | $5,113-99.8% | $4,888-99.8% |