Filed December 10, 2005
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,286 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $458 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,838 | $37,117-35.8% | $147,614-83.9% | $55,191-56.8% |
| Participation rate | 90.0% | 63.6%+26.4pp | 84.6%+5.4pp | 69.2%+20.9pp |
| Annual return | 0.26% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,978 | $1,620+22.0% | $5,564-64.5% | $1,899+4.2% |
| Participant deferral / active EE | $2,170 | $1,985+9.3% | $4,895-55.7% | $3,046-28.8% |
| Admin fee / account holder | $25 | $86-70.2% | $11,611-99.8% | $91-71.9% |