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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,271 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,321 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $41 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,920 | $51,197+7.3% | $82,719-33.6% | $66,914-17.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -13.40% | -9.64%-3.8pp | 701.18%-714.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $3,988 | $2,611+52.7% | $3,009+32.5% | $2,544+56.7% |
| Participant deferral / active EE | $8,490 | $3,458+145.5% | $4,395+93.2% | $4,237+100.4% |
| Admin fee / account holder | $46 | $416-89.0% | $5,329-99.1% | $593-92.3% |