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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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Filed as: MUTUAL OF AMERICA Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 4910 S ISABEL PL · SIOUX FALLS, SD 57108 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,425 | $58,290-68.4% | $98,442-81.3% | $86,799-78.8% |
| Participation rate | 85.0% | 68.3%+16.7pp | 73.3%+11.7pp | 72.3%+12.8pp |
| Annual return | 8.86% | 43.48%-34.6pp | 1492.73%-1483.9pp | 97.91%-89.0pp |
| Employer contribution / active EE | $1,606 | $2,008-20.0% | $2,960-45.7% | $2,405-33.2% |
| Participant deferral / active EE | $2,044 | $3,152-35.2% | $4,276-52.2% | $4,131-50.5% |
| Admin fee / account holder | $28 | $138-79.7% | $5,949-99.5% | $170-83.5% |