Filed June 8, 2009
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... | $1,466 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,604 | $49,177-27.6% | $79,464-55.2% | $64,186-44.5% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | -6.30% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,174 | $2,076-43.4% | $2,800-58.1% | $2,381-50.7% |
| Participant deferral / active EE | $3,621 | $2,821+28.4% | $3,704-2.2% | $3,470+4.4% |
| Admin fee / account holder | $10 | $3,839-99.8% | $5,113-99.8% | $4,888-99.8% |