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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.
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| 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... | $1,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $27,527 | $50,498-45.5% | $75,781-63.7% | $55,191-50.1% |
| Participation rate | 28.4% | 69.4%-41.0pp | 75.8%-47.4pp | 69.2%-40.7pp |
| Annual return | 1.49% | 1.80%-0.3pp | 9.68%-8.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $898 | $2,589-65.3% | $3,651-75.4% | $3,046-70.5% |
| Admin fee / account holder | $13 | $123-89.8% | $5,299-99.8% | $91-86.1% |