Filed June 28, 2015 (most recent of 3 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 | Claims processing; Recordkeeping and ... | $4,222 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,668 | $46,173-61.7% | $170,442-89.6% | $69,631-74.6% |
| Participation rate | 96.0% | 63.9%+32.1pp | 83.6%+12.4pp | 70.7%+25.3pp |
| Annual return | 11.96% | 21.62%-9.7pp | 205.93%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,083 | $1,610-32.7% | $5,433-80.1% | $2,032-46.7% |
| Participant deferral / active EE | $604 | $2,080-71.0% | $4,939-87.8% | $3,224-81.3% |
| Admin fee / account holder | $20 | $116-83.2% | $13,880-99.9% | $110-82.3% |