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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $7,507 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,442 | $46,173-70.9% | $170,442-92.1% | $69,631-80.7% |
| Participation rate | 91.2% | 63.9%+27.3pp | 83.6%+7.6pp | 70.7%+20.6pp |
| Annual return | 9.12% | 21.62%-12.5pp | 205.93%-196.8pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $1,043 | $1,610-35.2% | $5,433-80.8% | $2,032-48.7% |
| Participant deferral / active EE | $637 | $2,080-69.4% | $4,939-87.1% | $3,224-80.2% |
| Admin fee / account holder | $10 | $116-91.6% | $13,880-99.9% | $110-91.2% |