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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,452 | $55,453-52.3% | $170,442-84.5% | $62,292-57.5% |
| Participation rate | 61.7% | 66.4%-4.7pp | 83.6%-21.9pp | 69.5%-7.8pp |
| Annual return | 12.46% | 21.38%-8.9pp | 205.93%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $671 | $2,164-69.0% | $5,433-87.7% | $2,042-67.2% |
| Participant deferral / active EE | $909 | $2,303-60.5% | $4,939-81.6% | $3,169-71.3% |
| Admin fee / account holder | $14 | $455-96.8% | $13,880-99.9% | $479-97.0% |