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 ... | $3,523 |
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 | $39,242 | $51,620-24.0% | $90,281-56.5% | $65,185-39.8% |
| Participation rate | 94.1% | 68.6%+25.5pp | 73.3%+20.8pp | 70.2%+23.9pp |
| Annual return | 4.62% | 24.94%-20.3pp | 78.10%-73.5pp | 29.38%-24.8pp |
| Employer contribution / active EE | $3,291 | $2,235+47.3% | $2,854+15.3% | $2,177+51.2% |
| Participant deferral / active EE | $1,582 | $2,871-44.9% | $3,885-59.3% | $3,514-55.0% |
| Admin fee / account holder | $13 | $384-96.6% | $5,351-99.8% | $847-98.4% |