Filed November 21, 2008
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 | Recordkeeping and information managem... | $2,343 |
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 | $36,570 | $43,423-15.8% | $78,689-53.5% | $55,167-33.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 0.26% | 11.53%-11.3pp | 62.18%-61.9pp | 169.23%-169.0pp |
| Employer contribution / active EE | $1,993 | $1,997-0.2% | $2,851-30.1% | $1,963+1.5% |
| Participant deferral / active EE | $2,480 | $2,509-1.1% | $3,517-29.5% | $3,054-18.8% |
| Admin fee / account holder | $9 | $416-97.8% | $4,510-99.8% | $504-98.2% |