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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,661 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 15 · EIN 13-5582869 51 MADISON AVENUE · NEW YORK CITY, NY 10010 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,584 | $91,190-75.2% | $178,490-87.3% | $79,858-71.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.70% | 24.19%-17.5pp | 151.07%-144.4pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,136 | $3,256-65.1% | $5,011-77.3% | $2,471-54.0% |
| Participant deferral / active EE | $1,544 | $3,236-52.3% | $5,202-70.3% | $3,740-58.7% |
| Admin fee / account holder | $13 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |