Filed July 18, 2013
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 AMERCIA LIFE INSURANCE CO10+ years Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $6,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,847 | $50,815-45.2% | $155,509-82.1% | $77,643-64.1% |
| Participation rate | 75.3% | 63.1%+12.2pp | 78.2%-2.8pp | 70.6%+4.8pp |
| Annual return | 32.38% | 34.80%-2.4pp | 64.67%-32.3pp | 31.24%+1.1pp |
| Employer contribution / active EE | $412 | $1,993-79.3% | $4,672-91.2% | $2,726-84.9% |
| Participant deferral / active EE | $1,279 | $2,822-54.7% | $5,626-77.3% | $4,647-72.5% |
| Admin fee / account holder | $9 | $437-97.9% | $15,912-99.9% | $430-97.9% |