Filed April 17, 1996
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 | Account maintenance fees; Recordkeepi... | $1,157 |
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 | $20,082 | $47,977-58.1% | $154,107-87.0% | $56,287-64.3% |
| Participation rate | 73.8% | 66.2%+7.7pp | 83.0%-9.2pp | 69.9%+4.0pp |
| Annual return | -3.41% | 3.54%-7.0pp | 735.12%-738.5pp | -9.96%+6.5pp |
| Employer contribution / active EE | $640 | $2,169-70.5% | $5,298-87.9% | $2,111-69.7% |
| Participant deferral / active EE | $969 | $2,392-59.5% | $5,081-80.9% | $3,350-71.1% |
| Admin fee / account holder | $9 | $438-98.0% | $13,411-99.9% | $521-98.3% |