Filed May 27, 1
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... | $1,202 |
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 | $10,655 | $43,423-75.5% | $78,689-86.5% | $55,167-80.7% |
| Participation rate | 91.0% | 68.0%+23.0pp | 73.6%+17.4pp | 69.0%+22.0pp |
| Annual return | 7.61% | 11.53%-3.9pp | 62.18%-54.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,049 | $1,997-47.4% | $2,851-63.2% | $1,963-46.5% |
| Participant deferral / active EE | $2,042 | $2,509-18.6% | $3,517-41.9% | $3,054-33.1% |
| Admin fee / account holder | $7 | $416-98.3% | $4,510-99.8% | $504-98.6% |