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 | Account maintenance fees; Claims proc... | $6,741 |
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 | $24,169 | $37,196-35.0% | $154,107-84.3% | $55,725-56.6% |
| Participation rate | 96.0% | 64.1%+31.9pp | 83.0%+13.0pp | 70.9%+25.1pp |
| Annual return | -3.24% | 1319.68%-1322.9pp | 735.12%-738.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,118 | $1,614-30.7% | $5,298-78.9% | $2,078-46.2% |
| Participant deferral / active EE | $3,643 | $2,068+76.1% | $5,081-28.3% | $3,356+8.6% |
| Admin fee / account holder | $102 | $102+0.8% | $13,411-99.2% | $115-11.1% |