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... | $1,482 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,378 | $48,076-74.3% | $78,689-84.3% | $62,891-80.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.55% | 31.35%-26.8pp | 62.18%-57.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $156 | $2,015-92.2% | $2,851-94.5% | $2,281-93.1% |
| Participant deferral / active EE | $1,389 | $2,588-46.3% | $3,517-60.5% | $3,203-56.6% |
| Admin fee / account holder | $35 | $3,207-98.9% | $4,510-99.2% | $4,296-99.2% |