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; Recordkeeping and ... | $906 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,312 | $85,202-76.2% | $172,739-88.2% | $72,985-72.2% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.6%+16.3pp | 69.5%+29.4pp |
| Annual return | 6.98% | 27.32%-20.3pp | 802.84%-795.9pp | 81.00%-74.0pp |
| Employer contribution / active EE | $1,461 | $3,324-56.1% | $5,143-71.6% | $2,440-40.1% |
| Participant deferral / active EE | $1,925 | $3,260-40.9% | $5,198-63.0% | $3,607-46.6% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-99.9% | $5,124-99.9% |