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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,177 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $336 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,587 | $84,233-75.6% | $170,442-87.9% | $70,131-70.6% |
| Participation rate | 93.4% | 70.8%+22.6pp | 83.6%+9.8pp | 69.5%+23.9pp |
| Annual return | 16.09% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,627 | $3,387-52.0% | $5,433-70.0% | $2,342-30.5% |
| Participant deferral / active EE | $1,635 | $3,086-47.0% | $4,939-66.9% | $3,332-50.9% |
| Admin fee / account holder | $52 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |