Filed August 26, 2014
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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $227 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,855 | $198,466-88.0% | $170,442-86.0% | $147,584-83.8% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 40.48% | 257.29%-216.8pp | 205.93%-165.4pp | 578.55%-538.1pp |
| Employer contribution / active EE | $1,723 | $6,184-72.1% | $5,433-68.3% | $4,876-64.7% |
| Participant deferral / active EE | $2,768 | $5,629-50.8% | $4,939-44.0% | $5,439-49.1% |
| Admin fee / account holder | $111 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |