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 | Participant loan processing; Claims p... | $4,190 |
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 | $25,122 | $46,732-46.2% | $156,549-84.0% | $55,167-54.5% |
| Participation rate | 95.6% | 65.8%+29.8pp | 84.0%+11.6pp | 69.0%+26.6pp |
| Annual return | 17.23% | 17.72%-0.5pp | 32.23%-15.0pp | 169.23%-152.0pp |
| Employer contribution / active EE | $891 | $2,105-57.7% | $5,501-83.8% | $1,963-54.6% |
| Participant deferral / active EE | $3,668 | $2,204+66.4% | $4,871-24.7% | $3,054+20.1% |
| Admin fee / account holder | $8 | $418-98.0% | $13,027-99.9% | $504-98.3% |