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 | Recordkeeping and information managem... | $5,834 |
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 | $40,609 | $50,982-20.3% | $154,803-73.8% | $85,563-52.5% |
| Participation rate | 79.7% | 59.8%+19.9pp | 78.1%+1.6pp | 66.0%+13.7pp |
| Annual return | 12.29% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,357 | $1,708-20.6% | $4,305-68.5% | $2,654-48.9% |
| Participant deferral / active EE | $1,846 | $2,474-25.4% | $5,540-66.7% | $4,375-57.8% |
| Admin fee / account holder | $10 | $846-98.8% | $14,329-99.9% | $834-98.8% |