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 | Participant loan processing; Recordke... | $6,437 |
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 | $21,564 | $55,453-61.1% | $170,442-87.3% | $62,292-65.4% |
| Participation rate | 98.5% | 66.4%+32.1pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 7.36% | 21.38%-14.0pp | 205.93%-198.6pp | 28.90%-21.5pp |
| Employer contribution / active EE | $2,380 | $2,164+10.0% | $5,433-56.2% | $2,042+16.5% |
| Participant deferral / active EE | $1,558 | $2,303-32.3% | $4,939-68.5% | $3,169-50.8% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.3% |