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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,072 |
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 | $25,360 | $54,320-53.3% | $67,652-62.5% | $52,331-51.5% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.7%+23.8pp | 68.1%+31.3pp |
| Annual return | 5.12% | 6.81%-1.7pp | 6625.04%-6619.9pp | 4.54%+0.6pp |
| Employer contribution / active EE | $1,267 | $1,544-17.9% | $2,266-44.1% | $1,882-32.7% |
| Participant deferral / active EE | $2,571 | $2,950-12.9% | $3,560-27.8% | $3,022-14.9% |
| Admin fee / account holder | $10 | $527-98.1% | $4,821-99.8% | $592-98.3% |