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 | Account maintenance fees; Recordkeepi... | $1,391 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,930 | $76,000-81.7% | $154,107-91.0% | $64,186-78.3% |
| Participation rate | 90.1% | 70.4%+19.7pp | 83.0%+7.1pp | 69.6%+20.6pp |
| Annual return | 9.40% | 30.32%-20.9pp | 735.12%-725.7pp | 7.63%+1.8pp |
| Employer contribution / active EE | $262 | $3,351-92.2% | $5,298-95.1% | $2,381-89.0% |
| Participant deferral / active EE | $1,436 | $3,175-54.8% | $5,081-71.7% | $3,470-58.6% |
| Admin fee / account holder | $7 | $5,596-99.9% | $13,411-99.9% | $4,888-99.9% |