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 ... | $1,641 |
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 | $107,370 | $54,762+96.1% | $90,281+18.9% | $72,985+47.1% |
| Participation rate | 98.5% | 65.1%+33.3pp | 73.3%+25.2pp | 69.5%+29.0pp |
| Annual return | 3.50% | 30.63%-27.1pp | 78.10%-74.6pp | 81.00%-77.5pp |
| Employer contribution / active EE | $7,771 | $2,092+271.4% | $2,854+172.2% | $2,440+218.5% |
| Participant deferral / active EE | $7,297 | $2,887+152.7% | $3,885+87.8% | $3,607+102.3% |
| Admin fee / account holder | $11 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |