Filed March 31, 2025
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... | $3,364 |
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 | $22,239 | $47,977-53.6% | $154,107-85.6% | $56,287-60.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 8.81% | 3.54%+5.3pp | 735.12%-726.3pp | -9.96%+18.8pp |
| Employer contribution / active EE | $4,477 | $2,169+106.5% | $5,298-15.5% | $2,111+112.1% |
| Participant deferral / active EE | $1,555 | $2,392-35.0% | $5,081-69.4% | $3,350-53.6% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.5% |