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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 21 320 PARK AVENUE · NEW YORK, NY 10022 | Bank Trustee | $7,361 |
Annual investment return 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.
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 | $11,507 | $46,173-75.1% | $170,442-93.2% | $69,631-83.5% |
| Participation rate | 97.9% | 63.9%+34.0pp | 83.6%+14.3pp | 70.7%+27.2pp |
| Annual return | 10.36% | 21.62%-11.3pp | 205.93%-195.6pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $1,212 | $1,610-24.7% | $5,433-77.7% | $2,032-40.3% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $16 | $116-86.5% | $13,880-99.9% | $110-85.8% |