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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $4,495 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,490 | $64,909-54.6% | $82,313-64.2% | $62,292-52.7% |
| Participation rate | 91.6% | 74.9%+16.8pp | 76.9%+14.7pp | 69.5%+22.1pp |
| Annual return | 13.20% | 21.18%-8.0pp | 25.88%-12.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,823 | $1,676+8.8% | $2,428-24.9% | $2,042-10.7% |
| Participant deferral / active EE | $2,350 | $3,103-24.3% | $3,706-36.6% | $3,169-25.9% |
| Admin fee / account holder | $9 | $440-97.9% | $5,608-99.8% | $479-98.1% |