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... | $2,792 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,169 | $47,977-72.6% | $154,107-91.5% | $56,287-76.6% |
| Participation rate | 91.1% | 66.2%+24.9pp | 83.0%+8.1pp | 69.9%+21.3pp |
| Annual return | -5.46% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $258 | $2,169-88.1% | $5,298-95.1% | $2,111-87.8% |
| Participant deferral / active EE | $978 | $2,392-59.1% | $5,081-80.8% | $3,350-70.8% |
| Admin fee / account holder | $14 | $438-96.9% | $13,411-99.9% | $521-97.4% |