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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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; Claims p... | $1,811 |
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 | $16,482 | $46,732-64.7% | $156,549-89.5% | $55,167-70.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -0.38% | 17.72%-18.1pp | 32.23%-32.6pp | 169.23%-169.6pp |
| Employer contribution / active EE | $1,204 | $2,105-42.8% | $5,501-78.1% | $1,963-38.7% |
| Participant deferral / active EE | $745 | $2,204-66.2% | $4,871-84.7% | $3,054-75.6% |
| Admin fee / account holder | $7 | $418-98.4% | $13,027-99.9% | $504-98.6% |