Filed September 20, 2013 (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 | Participant loan processing; Claims p... | $4,078 |
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 | $27,842 | $46,732-40.4% | $156,549-82.2% | $55,167-49.5% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.2pp | 69.0%+30.3pp |
| Annual return | 8.83% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $4,222 | $2,105+100.5% | $5,501-23.3% | $1,963+115.1% |
| Participant deferral / active EE | $2,827 | $2,204+28.2% | $4,871-42.0% | $3,054-7.4% |
| Admin fee / account holder | $104 | $418-75.2% | $13,027-99.2% | $504-79.4% |