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 | Participant loan processing; Recordke... | $1,343 |
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 | $22,589 | $43,423-48.0% | $78,689-71.3% | $55,167-59.1% |
| Participation rate | 97.7% | 68.0%+29.6pp | 73.6%+24.1pp | 69.0%+28.7pp |
| Annual return | 11.52% | 11.53%0pp | 62.18%-50.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $2,139 | $1,997+7.1% | $2,851-25.0% | $1,963+9.0% |
| Participant deferral / active EE | $1,332 | $2,509-46.9% | $3,517-62.1% | $3,054-56.4% |
| Admin fee / account holder | $9 | $416-97.9% | $4,510-99.8% | $504-98.3% |