Filed December 20, 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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,024 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,794 | $55,453-48.1% | $170,442-83.1% | $62,292-53.8% |
| Participation rate | 99.0% | 66.4%+32.7pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 12.39% | 21.38%-9.0pp | 205.93%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,754 | $2,164-18.9% | $5,433-67.7% | $2,042-14.1% |
| Participant deferral / active EE | $2,181 | $2,303-5.3% | $4,939-55.8% | $3,169-31.2% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |