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 | $106,971 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Recordke... | $159 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,515 | $51,197+262.4% | $82,719+124.3% | $66,914+177.2% |
| Participation rate | 87.2% | 67.8%+19.4pp | 72.6%+14.7pp | 69.8%+17.4pp |
| Annual return | -15.76% | -9.64%-6.1pp | 701.18%-716.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $9,169 | $2,611+251.2% | $3,009+204.7% | $2,544+260.4% |
| Participant deferral / active EE | $9,284 | $3,458+168.5% | $4,395+111.2% | $4,237+119.1% |
| Admin fee / account holder | $4 | $416-99.0% | $5,329-99.9% | $593-99.3% |