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 | $91,599 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $60 |
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 | $215,398 | $58,264+269.7% | $86,612+148.7% | $71,457+201.4% |
| Participation rate | 84.9% | 65.0%+20.0pp | 71.7%+13.2pp | 67.9%+17.0pp |
| Annual return | 16.24% | 21.63%-5.4pp | 591.07%-574.8pp | 28.85%-12.6pp |
| Employer contribution / active EE | $9,626 | $2,574+274.0% | $3,022+218.5% | $2,588+272.0% |
| Participant deferral / active EE | $9,692 | $3,436+182.1% | $4,438+118.4% | $4,289+126.0% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |