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 | Account maintenance fees; Recordkeepi... | $1,507 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 P.O. BOX 2340 · FORT WAYNE, IN 468012340 | Contract Administrator | $300 |
Participant 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 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 | $8,911 | $43,999-79.7% | $79,464-88.8% | $55,725-84.0% |
| Participation rate | 89.8% | 66.9%+22.8pp | 73.3%+16.4pp | 70.9%+18.9pp |
| Annual return | -1.57% | 1.81%-3.4pp | 718.14%-719.7pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,709 | $1,830-6.6% | $2,800-39.0% | $2,078-17.7% |
| Participant deferral / active EE | $252 | $2,538-90.1% | $3,704-93.2% | $3,356-92.5% |
| Admin fee / account holder | $6 | $118-95.1% | $5,113-99.9% | $115-95.0% |