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 10-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,433 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $431 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $130,935 | $41,854+212.8% | $73,843+77.3% | $52,331+150.2% |
| Participation rate | 87.7% | 66.2%+21.5pp | 73.4%+14.3pp | 68.1%+19.6pp |
| Annual return | -1.25% | 2.11%-3.4pp | 2267.84%-2269.1pp | 4.54%-5.8pp |
| Employer contribution / active EE | $6,894 | $1,920+259.0% | $2,787+147.3% | $1,882+266.4% |
| Participant deferral / active EE | $7,549 | $2,498+202.2% | $3,583+110.7% | $3,022+149.8% |
| Admin fee / account holder | $5 | $493-98.9% | $4,880-99.9% | $592-99.1% |