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 10-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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,297 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,069 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $384 |
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 | $40,853 | $69,305-41.1% | $82,313-50.4% | $69,631-41.3% |
| Participation rate | 89.4% | 80.3%+9.1pp | 76.9%+12.5pp | 70.7%+18.7pp |
| Annual return | 15.29% | 21.47%-6.2pp | 25.88%-10.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $3,000 | $1,887+59.0% | $2,428+23.5% | $2,032+47.6% |
| Participant deferral / active EE | $5,411 | $3,568+51.6% | $3,706+46.0% | $3,224+67.9% |
| Admin fee / account holder | $40 | $97-58.5% | $5,608-99.3% | $110-63.5% |