Filed September 11, 2026 (most recent of 2 filings on file)
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 | Recordkeeping and information managem... | $1,381 |
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 | $23,689 | $43,423-45.4% | $78,689-69.9% | $55,167-57.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 9.38% | 11.53%-2.1pp | 62.18%-52.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $716 | $1,997-64.2% | $2,851-74.9% | $1,963-63.5% |
| Participant deferral / active EE | $2,651 | $2,509+5.7% | $3,517-24.6% | $3,054-13.2% |
| Admin fee / account holder | $7 | $416-98.4% | $4,510-99.9% | $504-98.7% |