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 | Claims processing; Recordkeeping and ... | $1,172 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,823 | $44,873-73.7% | $79,464-85.1% | $56,287-79.0% |
| Participation rate | 85.2% | 68.7%+16.4pp | 73.3%+11.8pp | 69.9%+15.3pp |
| Annual return | -5.47% | 0.81%-6.3pp | 718.14%-723.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $971 | $2,140-54.6% | $2,800-65.3% | $2,111-54.0% |
| Participant deferral / active EE | $1,749 | $2,746-36.3% | $3,704-52.8% | $3,350-47.8% |
| Admin fee / account holder | $6 | $418-98.6% | $5,113-99.9% | $521-98.8% |