Filed March 27, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,053 |
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 | $21,958 | $46,360-52.6% | $147,614-85.1% | $52,331-58.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 7.31% | 1.62%+5.7pp | 61.98%-54.7pp | 4.54%+2.8pp |
| Employer contribution / active EE | $858 | $2,126-59.7% | $5,564-84.6% | $1,882-54.4% |
| Participant deferral / active EE | $3,628 | $2,258+60.7% | $4,895-25.9% | $3,022+20.1% |
| Admin fee / account holder | $5 | $766-99.4% | $11,611-100.0% | $592-99.2% |