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 | $38,827 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $339 |
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 | $158,860 | $51,620+207.8% | $90,281+76.0% | $65,185+143.7% |
| Participation rate | 84.0% | 68.6%+15.4pp | 73.3%+10.8pp | 70.2%+13.8pp |
| Annual return | 18.44% | 24.94%-6.5pp | 78.10%-59.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $7,094 | $2,235+217.5% | $2,854+148.5% | $2,177+225.9% |
| Participant deferral / active EE | $7,864 | $2,871+174.0% | $3,885+102.4% | $3,514+123.8% |
| Admin fee / account holder | $11 | $384-97.1% | $5,351-99.8% | $847-98.7% |