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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $28,072 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $64 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,248 | $49,915-47.4% | $154,803-83.0% | $74,304-64.7% |
| Participation rate | 44.5% | 54.0%-9.4pp | 78.1%-33.5pp | 60.3%-15.8pp |
| Annual return | 13.41% | 34.06%-20.6pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,104 | $1,611-31.5% | $4,305-74.4% | $2,241-50.7% |
| Participant deferral / active EE | $1,680 | $2,255-25.5% | $5,540-69.7% | $3,767-55.4% |
| Admin fee / account holder | $152 | $2,189-93.0% | $14,329-98.9% | $2,969-94.9% |