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 | $41,710 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Recordkeeping and ... | $279 |
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 | $172,918 | $66,124+161.5% | $90,404+91.3% | $73,488+135.3% |
| Participation rate | 80.1% | 69.7%+10.4pp | 72.7%+7.4pp | 70.7%+9.4pp |
| Annual return | 15.16% | 17.65%-2.5pp | 1293.02%-1277.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $7,675 | $2,346+227.1% | $3,262+135.3% | $2,270+238.1% |
| Participant deferral / active EE | $7,934 | $3,039+161.1% | $3,963+100.2% | $3,740+112.2% |
| Admin fee / account holder | $4 | $396-99.1% | $5,611-99.9% | $513-99.3% |