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 | Participant loan processing; Recordke... | $51 |
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 | $15,553 | $46,173-66.3% | $170,442-90.9% | $69,631-77.7% |
| Participation rate | 97.6% | 63.9%+33.7pp | 83.6%+14.0pp | 70.7%+26.9pp |
| Annual return | 11.73% | 21.62%-9.9pp | 205.93%-194.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $1,291 | $1,610-19.8% | $5,433-76.2% | $2,032-36.5% |
| Participant deferral / active EE | $1,708 | $2,080-17.9% | $4,939-65.4% | $3,224-47.0% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |