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 | $10,186 |
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $5,100 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $345 |
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 | $33,352 | $62,928-47.0% | $172,739-80.7% | $67,579-50.6% |
| Participation rate | 88.1% | 64.5%+23.6pp | 82.6%+5.4pp | 71.3%+16.8pp |
| Annual return | 26.41% | 30.36%-4.0pp | 802.84%-776.4pp | 378.56%-352.2pp |
| Employer contribution / active EE | $1,556 | $1,636-4.9% | $5,143-69.7% | $2,148-27.5% |
| Participant deferral / active EE | $2,161 | $2,145+0.7% | $5,198-58.4% | $3,539-39.0% |
| Admin fee / account holder | $20 | $167-88.1% | $13,954-99.9% | $142-86.1% |