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 6-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 ... | $541 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,156 | $55,453-54.6% | $170,442-85.2% | $62,292-59.6% |
| Participation rate | 90.8% | 66.4%+24.4pp | 83.6%+7.2pp | 69.5%+21.3pp |
| Annual return | 50.77% | 21.38%+29.4pp | 205.93%-155.2pp | 28.90%+21.9pp |
| Employer contribution / active EE | $2,417 | $2,164+11.7% | $5,433-55.5% | $2,042+18.3% |
| Participant deferral / active EE | $1,793 | $2,303-22.1% | $4,939-63.7% | $3,169-43.4% |
| Admin fee / account holder | $4 | $455-99.2% | $13,880-100.0% | $479-99.3% |