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 |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $9,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,291 | $50,815-18.7% | $155,509-73.4% | $77,643-46.8% |
| Participation rate | 63.6% | 63.1%+0.5pp | 78.2%-14.6pp | 70.6%-6.9pp |
| Annual return | 13.65% | 34.80%-21.2pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,499 | $1,993-24.8% | $4,672-67.9% | $2,726-45.0% |
| Participant deferral / active EE | $1,151 | $2,822-59.2% | $5,626-79.5% | $4,647-75.2% |
| Admin fee / account holder | $37 | $437-91.4% | $15,912-99.8% | $430-91.3% |