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.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: OHIO NATIONAL INS AGENCY INC Service code 53 · EIN 32-0071428 | Insurance Commissions | $16,177 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,451 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $540 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,019 | $41,854-42.6% | $73,843-67.5% | $52,331-54.1% |
| Participation rate | 84.2% | 66.2%+18.0pp | 73.4%+10.8pp | 68.1%+16.1pp |
| Annual return | -0.86% | 2.11%-3.0pp | 2267.84%-2268.7pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,098 | $1,920-42.8% | $2,787-60.6% | $1,882-41.7% |
| Participant deferral / active EE | $642 | $2,498-74.3% | $3,583-82.1% | $3,022-78.8% |
| Admin fee / account holder | $70 | $493-85.7% | $4,880-98.6% | $592-88.1% |