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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $3,253 |
SEAVER & FORCK CPAS2+ years Service code 10 · EIN 26-1136632 3523 AMAZONAS DR · JEFFERSON CITY, MO 65109 | Accounting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,408 | $46,732-75.6% | $156,549-92.7% | $55,167-79.3% |
| Participation rate | 93.6% | 65.8%+27.8pp | 84.0%+9.6pp | 69.0%+24.6pp |
| Annual return | 7.59% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $285 | $2,105-86.5% | $5,501-94.8% | $1,963-85.5% |
| Participant deferral / active EE | $991 | $2,204-55.0% | $4,871-79.7% | $3,054-67.5% |
| Admin fee / account holder | $14 | $418-96.7% | $13,027-99.9% | $504-97.3% |