Filings through .
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,248 |
3 funds of $250K or more; 40 lines in all, holding $3.5M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America 2030 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $795K | 23.0% |
| Mutual of America 2035 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $642K | 18.6% |
| Mutual of America 2050 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $557K | 16.1% |
| Mutual of America 2040 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $223K | 6.5% |
| Mutual of America 2045 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $220K | 6.4% |
| Mutual of America 2055 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $187K | 5.4% |
| Mutual of America 2025 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $153K | 4.4% |
| Rate of Interest, Collateral, Par, Insuran Manager not matched · Other | $128K | 3.7% |
| Mutual of America 2060 Retirement Fund Mutual of America · Separate account Recordkeeper's own fund | $123K | 3.6% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Separate account | $91K | 2.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.