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 | $8 |
T ROWE PRICE RPS INC6+ 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 | $79,451 | $66,124+20.2% | $90,404-12.1% | $73,488+8.1% |
| Participation rate | 96.2% | 69.7%+26.5pp | 72.7%+23.5pp | 70.7%+25.5pp |
| Annual return | 20.50% | 17.65%+2.8pp | 1293.02%-1272.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,236 | $2,346-4.7% | $3,262-31.5% | $2,270-1.5% |
| Participant deferral / active EE | $3,739 | $3,039+23.0% | $3,963-5.7% | $3,7400% |
| Admin fee / account holder | $7 | $396-98.1% | $5,611-99.9% | $513-98.6% |