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 26 320 PARK AVENUE · NEW YORK, NY 10022 | Advisory (Participants) | $4,317 |
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 | $13,400 | $47,977-72.1% | $154,107-91.3% | $56,287-76.2% |
| Participation rate | 95.9% | 66.2%+29.7pp | 83.0%+12.9pp | 69.9%+26.0pp |
| Annual return | 9.77% | 3.54%+6.2pp | 735.12%-725.3pp | -9.96%+19.7pp |
| Employer contribution / active EE | $1,461 | $2,169-32.7% | $5,298-72.4% | $2,111-30.8% |
| Participant deferral / active EE | $852 | $2,392-64.4% | $5,081-83.2% | $3,350-74.6% |
| Admin fee / account holder | $223 | $438-49.1% | $13,411-98.3% | $521-57.2% |