Filed November 26, 2012 (most recent of 2 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... | $4,506 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,463 | $37,196-82.6% | $154,107-95.8% | $55,725-88.4% |
| Participation rate | 96.0% | 64.1%+31.9pp | 83.0%+12.9pp | 70.9%+25.1pp |
| Annual return | -6.01% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $315 | $1,614-80.5% | $5,298-94.1% | $2,078-84.8% |
| Participant deferral / active EE | $812 | $2,068-60.7% | $5,081-84.0% | $3,356-75.8% |
| Admin fee / account holder | $4 | $102-96.5% | $13,411-100.0% | $115-97.0% |