Filed March 27, 2007 (most recent of 2 filings on file)
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... | $1,751 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,137 | $84,233-64.2% | $170,442-82.3% | $70,131-57.0% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 13.98% | 23.06%-9.1pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,388 | $3,387-29.5% | $5,433-56.0% | $2,342+2.0% |
| Participant deferral / active EE | $2,084 | $3,086-32.5% | $4,939-57.8% | $3,332-37.5% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |