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... | $1,498 |
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 | $27,074 | $44,873-39.7% | $79,464-65.9% | $56,287-51.9% |
| Participation rate | 98.3% | 68.7%+29.5pp | 73.3%+24.9pp | 69.9%+28.4pp |
| Annual return | -2.76% | 0.81%-3.6pp | 718.14%-720.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,951 | $2,140+37.9% | $2,800+5.4% | $2,111+39.8% |
| Participant deferral / active EE | $2,200 | $2,746-19.9% | $3,704-40.6% | $3,350-34.3% |
| Admin fee / account holder | $9 | $418-97.8% | $5,113-99.8% | $521-98.2% |