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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,371 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $83 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,039 | $60,124-8.5% | $90,404-39.1% | $79,858-31.1% |
| Participation rate | 98.7% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.1pp |
| Annual return | 15.53% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,897 | $2,068+88.5% | $3,262+19.5% | $2,471+57.7% |
| Participant deferral / active EE | $7,281 | $2,938+147.8% | $3,963+83.7% | $3,740+94.7% |
| Admin fee / account holder | $21 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |