Filed December 26, 2024
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... | $4,884 |
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 | $24,883 | $36,916-32.6% | $156,549-84.1% | $57,658-56.8% |
| Participation rate | 94.5% | 63.4%+31.0pp | 84.0%+10.4pp | 70.2%+24.2pp |
| Annual return | 9.95% | 12.38%-2.4pp | 32.23%-22.3pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,266 | $1,571-19.4% | $5,501-77.0% | $1,974-35.8% |
| Participant deferral / active EE | $1,035 | $1,926-46.3% | $4,871-78.8% | $3,061-66.2% |
| Admin fee / account holder | $12 | $82-84.9% | $13,027-99.9% | $95-86.9% |