Filed November 4, 2002
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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 52-1256292 | Recordkeeping | $30 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 19 · EIN 04-3583801 | Securities Custodian | $0 |
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 | $55,485 | $44,873+23.6% | $79,464-30.2% | $56,287-1.4% |
| Participation rate | 95.6% | 68.7%+26.8pp | 73.3%+22.2pp | 69.9%+25.7pp |
| Annual return | -3.19% | 0.81%-4.0pp | 718.14%-721.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,207 | $2,140+3.1% | $2,800-21.2% | $2,111+4.5% |
| Participant deferral / active EE | $3,633 | $2,746+32.3% | $3,704-1.9% | $3,350+8.5% |
| Admin fee / account holder | $10 | $418-97.5% | $5,113-99.8% | $521-98.0% |