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 | $41,719 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 13-1614399 | Recordkeeping | $281 |
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 | $136,469 | $44,873+204.1% | $79,464+71.7% | $56,287+142.5% |
| Participation rate | 87.7% | 68.7%+19.0pp | 73.3%+14.4pp | 69.9%+17.9pp |
| Annual return | -5.30% | 0.81%-6.1pp | 718.14%-723.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $6,835 | $2,140+219.4% | $2,800+144.1% | $2,111+223.8% |
| Participant deferral / active EE | $7,689 | $2,746+180.0% | $3,704+107.6% | $3,350+129.5% |
| Admin fee / account holder | $5 | $418-98.8% | $5,113-99.9% | $521-99.1% |