Filed May 19, 2021 (most recent of 2 filings on file)
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... | $3,450 |
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 | $14,603 | $46,732-68.8% | $156,549-90.7% | $55,167-73.5% |
| Participation rate | 96.9% | 65.8%+31.1pp | 84.0%+12.8pp | 69.0%+27.9pp |
| Annual return | 9.03% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $716 | $2,105-66.0% | $5,501-87.0% | $1,963-63.5% |
| Participant deferral / active EE | $1,146 | $2,204-48.0% | $4,871-76.5% | $3,054-62.5% |
| Admin fee / account holder | $30 | $418-92.8% | $13,027-99.8% | $504-94.0% |