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 | $0 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE Service code 19 · EIN 04-3583801 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,943 | $51,197+3.4% | $82,719-36.0% | $66,914-20.9% |
| Participation rate | 93.1% | 67.8%+25.3pp | 72.6%+20.6pp | 69.8%+23.3pp |
| Annual return | -21.72% | -9.64%-12.1pp | 701.18%-722.9pp | 1.58%-23.3pp |
| Employer contribution / active EE | $1,855 | $2,611-28.9% | $3,009-38.3% | $2,544-27.1% |
| Participant deferral / active EE | $3,871 | $3,458+11.9% | $4,395-11.9% | $4,237-8.6% |
| Admin fee / account holder | $9 | $416-97.9% | $5,329-99.8% | $593-98.6% |