Filed June 27, 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 | Recordkeeping and information managem... | $1,418 |
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 | $20,688 | $41,854-50.6% | $73,843-72.0% | $52,331-60.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.07% | 2.11%-1.0pp | 2267.84%-2266.8pp | 4.54%-3.5pp |
| Employer contribution / active EE | $2,137 | $1,920+11.3% | $2,787-23.3% | $1,882+13.6% |
| Participant deferral / active EE | $1,190 | $2,498-52.4% | $3,583-66.8% | $3,022-60.6% |
| Admin fee / account holder | $10 | $493-97.9% | $4,880-99.8% | $592-98.2% |