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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,436 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $83 |
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 | $45,864 | $54,762-16.2% | $90,281-49.2% | $72,985-37.2% |
| Participation rate | 97.5% | 65.1%+32.4pp | 73.3%+24.2pp | 69.5%+28.0pp |
| Annual return | 21.28% | 30.63%-9.4pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,766 | $2,092+80.0% | $2,854+32.0% | $2,440+54.4% |
| Participant deferral / active EE | $7,564 | $2,887+162.0% | $3,885+94.7% | $3,607+109.7% |
| Admin fee / account holder | $17 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |