Filed March 13, 2026 (most recent of 2 filings on file)
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; Participant... | $3,123 |
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 | $20,950 | $37,196-43.7% | $154,107-86.4% | $55,725-62.4% |
| Participation rate | 95.6% | 64.1%+31.5pp | 83.0%+12.5pp | 70.9%+24.7pp |
| Annual return | -6.50% | 1319.68%-1326.2pp | 735.12%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $503 | $1,614-68.8% | $5,298-90.5% | $2,078-75.8% |
| Participant deferral / active EE | $973 | $2,068-52.9% | $5,081-80.8% | $3,356-71.0% |
| Admin fee / account holder | $8 | $102-92.0% | $13,411-99.9% | $115-92.9% |