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 | Claims processing; Account maintenanc... | $1,695 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,401 | $37,196-37.1% | $154,107-84.8% | $55,725-58.0% |
| Participation rate | 71.1% | 64.1%+7.0pp | 83.0%-11.9pp | 70.9%+0.3pp |
| Annual return | 74.07% | 1319.68%-1245.6pp | 735.12%-661.1pp | 244.93%-170.9pp |
| Employer contribution / active EE | $682 | $1,614-57.8% | $5,298-87.1% | $2,078-67.2% |
| Participant deferral / active EE | $1,128 | $2,068-45.5% | $5,081-77.8% | $3,356-66.4% |
| Admin fee / account holder | $40 | $102-60.3% | $13,411-99.7% | $115-65.0% |