Filed December 2, 2011
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... | $1,345 |
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 | $33,338 | $84,233-60.4% | $170,442-80.4% | $70,131-52.5% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.8pp |
| Annual return | 12.16% | 23.06%-10.9pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $4,413 | $3,387+30.3% | $5,433-18.8% | $2,342+88.4% |
| Participant deferral / active EE | $2,362 | $3,086-23.5% | $4,939-52.2% | $3,332-29.1% |
| Admin fee / account holder | $7 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |