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 Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $10,462 |
AMERISERV TRUST & FINANCIAL SERVICE10+ years Service code 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $3,931 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,773 | $49,915-58.4% | $154,803-86.6% | $74,304-72.0% |
| Participation rate | 99.4% | 54.0%+45.4pp | 78.1%+21.3pp | 60.3%+39.0pp |
| Annual return | 12.68% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $303 | $1,611-81.2% | $4,305-93.0% | $2,241-86.5% |
| Participant deferral / active EE | $579 | $2,255-74.3% | $5,540-89.5% | $3,767-84.6% |
| Admin fee / account holder | $92 | $2,189-95.8% | $14,329-99.4% | $2,969-96.9% |