See peer percentile detail with Solo.
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 | Recordkeeping and information managem... | $788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,417 | $46,173-10.3% | $170,442-75.7% | $69,631-40.5% |
| Participation rate | 86.9% | 63.9%+23.0pp | 83.6%+3.3pp | 70.7%+16.3pp |
| Annual return | 7.90% | 21.62%-13.7pp | 205.93%-198.0pp | 27571.02%-27563.1pp |
| Employer contribution / active EE | $1,314 | $1,610-18.4% | $5,433-75.8% | $2,032-35.3% |
| Participant deferral / active EE | $1,704 | $2,080-18.1% | $4,939-65.5% | $3,224-47.1% |
| Admin fee / account holder | $631 | $116+443.8% | $13,880-95.5% | $110+471.0% |