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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,179 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $84 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,975 | $65,409-0.7% | $98,442-34.0% | $85,850-24.3% |
| Participation rate | 98.6% | 65.0%+33.7pp | 73.3%+25.3pp | 69.3%+29.3pp |
| Annual return | 16.91% | 21.76%-4.9pp | 1492.73%-1475.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $5,083 | $2,168+134.5% | $2,960+71.7% | $2,565+98.1% |
| Participant deferral / active EE | $9,821 | $3,166+210.2% | $4,276+129.7% | $3,952+148.5% |
| Admin fee / account holder | $31 | $4,593-99.3% | $5,949-99.5% | $6,260-99.5% |