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 | Recordkeeping and information managem... | $1,362 |
Employer contribution per participant 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 | $31,412 | $84,233-62.7% | $170,442-81.6% | $70,131-55.2% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 33.69% | 23.06%+10.6pp | 205.93%-172.2pp | 73.14%-39.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,657 | $3,086-46.3% | $4,939-66.5% | $3,332-50.3% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |