Filed April 26, 2006
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 | Recordkeeping and information managem... | $1,330 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,068 | $55,453-36.8% | $170,442-79.4% | $62,292-43.7% |
| Participation rate | 95.5% | 66.4%+29.1pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 13.09% | 21.38%-8.3pp | 205.93%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,703 | $2,164-21.3% | $5,433-68.7% | $2,042-16.6% |
| Participant deferral / active EE | $2,454 | $2,303+6.6% | $4,939-50.3% | $3,169-22.6% |
| Admin fee / account holder | $8 | $455-98.2% | $13,880-99.9% | $479-98.3% |