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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.
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| 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... | $1,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,132 | $43,423-37.5% | $78,689-65.5% | $55,167-50.8% |
| Participation rate | 51.2% | 68.0%-16.8pp | 73.6%-22.4pp | 69.0%-17.8pp |
| Annual return | 5.60% | 11.53%-5.9pp | 62.18%-56.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $536 | $1,997-73.2% | $2,851-81.2% | $1,963-72.7% |
| Participant deferral / active EE | $647 | $2,509-74.2% | $3,517-81.6% | $3,054-78.8% |
| Admin fee / account holder | $9 | $416-97.8% | $4,510-99.8% | $504-98.2% |