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 INC5+ 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 | $76,262 | $51,620+47.7% | $90,281-15.5% | $65,185+17.0% |
| Participation rate | 94.9% | 68.6%+26.3pp | 73.3%+21.6pp | 70.2%+24.7pp |
| Annual return | 28.30% | 24.94%+3.4pp | 78.10%-49.8pp | 29.38%-1.1pp |
| Employer contribution / active EE | $2,172 | $2,235-2.8% | $2,854-23.9% | $2,177-0.2% |
| Participant deferral / active EE | $4,170 | $2,871+45.3% | $3,885+7.3% | $3,514+18.7% |
| Admin fee / account holder | $22 | $384-94.2% | $5,351-99.6% | $847-97.4% |