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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,148 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,681 | $55,453-69.9% | $170,442-90.2% | $62,292-73.2% |
| Participation rate | 74.3% | 66.4%+7.9pp | 83.6%-9.3pp | 69.5%+4.7pp |
| Annual return | 10.88% | 21.38%-10.5pp | 205.93%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $417 | $2,164-80.7% | $5,433-92.3% | $2,042-79.6% |
| Participant deferral / active EE | $1,039 | $2,303-54.9% | $4,939-79.0% | $3,169-67.2% |
| Admin fee / account holder | $11 | $455-97.5% | $13,880-99.9% | $479-97.6% |