Filed July 25, 2014 (most recent of 3 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... | $18 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,228 | $36,916-64.2% | $156,549-91.6% | $57,658-77.1% |
| Participation rate | 97.8% | 63.4%+34.4pp | 84.0%+13.8pp | 70.2%+27.6pp |
| Annual return | 4.54% | 12.38%-7.8pp | 32.23%-27.7pp | 5.13%-0.6pp |
| Employer contribution / active EE | $1,254 | $1,571-20.2% | $5,501-77.2% | $1,974-36.5% |
| Participant deferral / active EE | $1,613 | $1,926-16.2% | $4,871-66.9% | $3,061-47.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |