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 LIFE INSURANCE CO Service code 11 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Actuarial | $16,750 |
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 | $25,323 | $34,123-25.8% | $198,173-87.2% | $44,091-42.6% |
| Participation rate | 100.0% | 13.5%+86.5pp | 42.0%+58.0pp | 4.5%+95.5pp |
| Annual return | 14.46% | 10.93%+3.5pp | 10.16%+4.3pp | 13.95%+0.5pp |
| Employer contribution / active EE | $326 | $10,209-96.8% | $33,192-99.0% | $16,598-98.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $45 | $123-63.2% | $7,531-99.4% | $612-92.6% |