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 | Recordkeeping and information managem... | $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 | $26,218 | $62,928-58.3% | $172,739-84.8% | $67,579-61.2% |
| Participation rate | 84.6% | 64.5%+20.1pp | 82.6%+1.9pp | 71.3%+13.3pp |
| Annual return | 21.13% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,139 | $1,636-30.4% | $5,143-77.8% | $2,148-47.0% |
| Participant deferral / active EE | $1,358 | $2,145-36.7% | $5,198-73.9% | $3,539-61.6% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |