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 |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 52-1256292 | Recordkeeping | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE Service code 19 · EIN 04-3583801 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,385 | $60,323+18.3% | $81,812-12.7% | $74,495-4.2% |
| Participation rate | 93.8% | 62.9%+30.9pp | 72.3%+21.4pp | 67.2%+26.5pp |
| Annual return | 16.00% | 16.90%-0.9pp | 773.79%-757.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,360 | $2,620-9.9% | $2,912-19.0% | $2,623-10.0% |
| Participant deferral / active EE | $4,669 | $3,387+37.8% | $4,319+8.1% | $4,346+7.4% |
| Admin fee / account holder | $15 | $1,486-99.0% | $7,386-99.8% | $1,942-99.2% |