See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,871 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,724 | $37,196+12.2% | $154,107-72.9% | $55,725-25.1% |
| Participation rate | 74.2% | 64.1%+10.1pp | 83.0%-8.9pp | 70.9%+3.3pp |
| Annual return | -5.16% | 1319.68%-1324.8pp | 735.12%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,462 | $1,614+52.5% | $5,298-53.5% | $2,078+18.5% |
| Participant deferral / active EE | $1,365 | $2,068-34.0% | $5,081-73.1% | $3,356-59.3% |
| Admin fee / account holder | $95 | $102-6.6% | $13,411-99.3% | $115-17.6% |