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... | $559 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,276 | $52,953-25.8% | $172,739-77.3% | $65,185-39.7% |
| Participation rate | 76.6% | 66.2%+10.4pp | 82.6%-6.0pp | 70.2%+6.4pp |
| Annual return | 2.45% | 30.12%-27.7pp | 802.84%-800.4pp | 29.38%-26.9pp |
| Employer contribution / active EE | $2,972 | $2,190+35.7% | $5,143-42.2% | $2,177+36.5% |
| Participant deferral / active EE | $1,947 | $2,471-21.2% | $5,198-62.5% | $3,514-44.6% |
| Admin fee / account holder | $5 | $472-99.0% | $13,954-100.0% | $847-99.5% |