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 | Recordkeeping and information managem... | $1,108 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,188 | $45,073+2.5% | $69,455-33.5% | $72,985-36.7% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 5.26% | 22.65%-17.4pp | 28.97%-23.7pp | 81.00%-75.7pp |
| Employer contribution / active EE | $2,046 | $2,054-0.4% | $2,779-26.4% | $2,440-16.1% |
| Participant deferral / active EE | $5,032 | $2,602+93.4% | $3,535+42.3% | $3,607+39.5% |
| Admin fee / account holder | $23 | $3,056-99.3% | $3,839-99.4% | $5,124-99.6% |