Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2K in admin expenses, $9 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 23 lines in all, holding $2.8M of the plan's $2.8M. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $2.1M | 74.3% |
| Fully Benefit-Responsive Investment Contract: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $214K | 7.6% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $100K | 3.5% |
| Mutual of America Moderate Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $65K | 2.3% |
| Mutual of America International Fund Mutual of America · Insurance contract Recordkeeper's own fund | $53K | 1.9% |
| Mutual of America Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $51K | 1.8% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $43K | 1.5% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $39K | 1.4% |
| Vanuard VIF Diversified Value Portfolio Mutual of America · Insurance contract Recordkeeper's own fund | $26K | 0.9% |
| Vanguard VIF Real Estate Index Portfolio Vanguard · Insurance contract Index | $20K | 0.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 Recordkeeping and information managem... | $0 |
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
Filed December 13, 2017.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
2 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025