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 | Recordkeeping and information managem... | $8,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,646 | $46,173-27.1% | $170,442-80.3% | $69,631-51.7% |
| Participation rate | 92.9% | 63.9%+29.0pp | 83.6%+9.3pp | 70.7%+22.3pp |
| Annual return | 16.35% | 21.62%-5.3pp | 205.93%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,515 | $1,610-5.9% | $5,433-72.1% | $2,032-25.5% |
| Participant deferral / active EE | $2,855 | $2,080+37.2% | $4,939-42.2% | $3,224-11.4% |
| Admin fee / account holder | $9 | $116-92.3% | $13,880-99.9% | $110-91.9% |