See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA INVESTMENT CORP. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,462 |
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 | $17,492 | $80,717-78.3% | $154,803-88.7% | $84,808-79.4% |
| Participation rate | 87.1% | 66.8%+20.2pp | 78.1%+9.0pp | 68.3%+18.7pp |
| Annual return | 10.01% | 37.96%-27.9pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,358 | $2,761-50.8% | $4,305-68.4% | $2,631-48.4% |
| Participant deferral / active EE | $2,386 | $3,303-27.8% | $5,540-56.9% | $4,212-43.4% |
| Admin fee / account holder | $9 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |