Filed March 1, 2016
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; Recordke... | $2,744 |
Employer contribution per participant 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 | $13,369 | $47,977-72.1% | $154,107-91.3% | $56,287-76.2% |
| Participation rate | 91.9% | 66.2%+25.7pp | 83.0%+8.9pp | 69.9%+22.1pp |
| Annual return | 7.58% | 3.54%+4.0pp | 735.12%-727.5pp | -9.96%+17.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,501 | $2,392-37.2% | $5,081-70.5% | $3,350-55.2% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |