Filed January 22, 2015
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 Service code 12 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $28,079 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,461 | $32,767-37.6% | $219,333-90.7% | $211,396-90.3% |
| Participation rate | 74.3% | 18.8%+55.6pp | 42.3%+32.1pp | 4.3%+70.0pp |
| Annual return | -0.20% | -2.03%+1.8pp | -2.00%+1.8pp | 2.81%-3.0pp |
| Employer contribution / active EE | $1,711 | $9,185-81.4% | $34,470-95.0% | $16,358-89.5% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $76 | $193-60.4% | $5,362-98.6% | $1,639-95.3% |