Filed March 15, 2018
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; Account maintenanc... | $0 |
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 | $22,092 | $37,196-40.6% | $154,107-85.7% | $55,725-60.4% |
| Participation rate | 86.8% | 64.1%+22.7pp | 83.0%+3.8pp | 70.9%+15.9pp |
| Annual return | 0.60% | 1319.68%-1319.1pp | 735.12%-734.5pp | 244.93%-244.3pp |
| Employer contribution / active EE | $1,063 | $1,614-34.1% | $5,298-79.9% | $2,078-48.8% |
| Participant deferral / active EE | $1,192 | $2,068-42.4% | $5,081-76.5% | $3,356-64.5% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |