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... | $625 |
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 | $38,719 | $76,000-49.1% | $154,107-74.9% | $64,186-39.7% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | 9.87% | 30.32%-20.5pp | 735.12%-725.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $4,019 | $3,351+19.9% | $5,298-24.1% | $2,381+68.8% |
| Participant deferral / active EE | $2,399 | $3,175-24.5% | $5,081-52.8% | $3,470-30.9% |
| Admin fee / account holder | $5 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |