Filed February 21, 2017
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 ... | $4,077 |
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 | $9,094 | $39,859-77.2% | $78,689-88.4% | $57,658-84.2% |
| Participation rate | 86.2% | 66.1%+20.1pp | 73.6%+12.7pp | 70.2%+16.0pp |
| Annual return | 10.49% | 18.96%-8.5pp | 62.18%-51.7pp | 5.13%+5.4pp |
| Employer contribution / active EE | $486 | $1,786-72.8% | $2,851-83.0% | $1,974-75.4% |
| Participant deferral / active EE | $673 | $2,248-70.1% | $3,517-80.9% | $3,061-78.0% |
| Admin fee / account holder | $9 | $76-88.5% | $4,510-99.8% | $95-90.7% |