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 7-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... | $5,812 |
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 | $21,520 | $62,928-65.8% | $172,739-87.5% | $67,579-68.2% |
| Participation rate | 81.0% | 64.5%+16.5pp | 82.6%-1.7pp | 71.3%+9.7pp |
| Annual return | 5.02% | 30.36%-25.3pp | 802.84%-797.8pp | 378.56%-373.5pp |
| Employer contribution / active EE | $884 | $1,636-46.0% | $5,143-82.8% | $2,148-58.8% |
| Participant deferral / active EE | $1,133 | $2,145-47.2% | $5,198-78.2% | $3,539-68.0% |
| Admin fee / account holder | $11 | $167-93.2% | $13,954-99.9% | $142-92.1% |