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 9-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 | Participant loan processing; Claims p... | $3,907 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,501 | $46,173-62.1% | $170,442-89.7% | $69,631-74.9% |
| Participation rate | 95.1% | 63.9%+31.2pp | 83.6%+11.5pp | 70.7%+24.4pp |
| Annual return | 13.84% | 21.62%-7.8pp | 205.93%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,012 | $1,610-37.1% | $5,433-81.4% | $2,032-50.2% |
| Participant deferral / active EE | $1,476 | $2,080-29.0% | $4,939-70.1% | $3,224-54.2% |
| Admin fee / account holder | $10 | $116-91.1% | $13,880-99.9% | $110-90.6% |