Filed January 6, 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... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,951 | $37,196-73.2% | $154,107-93.5% | $55,725-82.1% |
| Participation rate | 58.5% | 64.1%-5.6pp | 83.0%-24.5pp | 70.9%-12.3pp |
| Annual return | -2.05% | 1319.68%-1321.7pp | 735.12%-737.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $245 | $1,614-84.8% | $5,298-95.4% | $2,078-88.2% |
| Participant deferral / active EE | $536 | $2,068-74.1% | $5,081-89.5% | $3,356-84.0% |
| Admin fee / account holder | $0 | $102-99.5% | $13,411-100.0% | $115-99.6% |