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 | Participant loan processing; Claims p... | $4,279 |
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 | $9,985 | $46,100-78.3% | $86,590-88.5% | $69,631-85.7% |
| Participation rate | 94.6% | 67.2%+27.4pp | 73.5%+21.1pp | 70.7%+23.9pp |
| Annual return | 13.84% | 21.02%-7.2pp | 964.84%-951.0pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $489 | $1,850-73.6% | $2,839-82.8% | $2,032-75.9% |
| Participant deferral / active EE | $683 | $2,432-71.9% | $3,609-81.1% | $3,224-78.8% |
| Admin fee / account holder | $9 | $94-90.9% | $4,906-99.8% | $110-92.2% |