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 | Participant loan processing; Claims p... | $1,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,607 | $57,976-24.8% | $62,995-30.8% | $62,292-30.0% |
| Participation rate | 48.1% | 75.9%-27.8pp | 74.8%-26.7pp | 69.5%-21.4pp |
| Annual return | 11.85% | 17.54%-5.7pp | 87.57%-75.7pp | 28.90%-17.0pp |
| Employer contribution / active EE | $786 | $2,415-67.4% | $2,759-71.5% | $2,042-61.5% |
| Participant deferral / active EE | $2,339 | $2,956-20.9% | $3,329-29.8% | $3,169-26.2% |
| Admin fee / account holder | $11 | $276-96.0% | $3,600-99.7% | $479-97.7% |