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 | Recordkeeping and information managem... | $849 |
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 | $31,893 | $58,879-45.8% | $178,490-82.1% | $73,488-56.6% |
| Participation rate | 84.8% | 66.2%+18.6pp | 81.9%+2.9pp | 70.7%+14.2pp |
| Annual return | 18.46% | 24.86%-6.4pp | 151.07%-132.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,584 | $2,236-29.2% | $5,011-68.4% | $2,270-30.2% |
| Participant deferral / active EE | $1,481 | $2,567-42.3% | $5,202-71.5% | $3,740-60.4% |
| Admin fee / account holder | $274 | $400-31.6% | $13,984-98.0% | $513-46.6% |