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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3+ years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $19,013 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,370 |
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 | $8,680 | $54,390-84.0% | $117,039-92.6% | $69,631-87.5% |
| Participation rate | 98.6% | 58.5%+40.0pp | 77.2%+21.4pp | 70.7%+27.9pp |
| Annual return | 14.52% | 18.33%-3.8pp | 18.95%-4.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $738 | $1,357-45.6% | $3,785-80.5% | $2,032-63.7% |
| Participant deferral / active EE | $1,006 | $2,076-51.5% | $3,929-74.4% | $3,224-68.8% |
| Admin fee / account holder | $66 | $98-33.0% | $5,974-98.9% | $110-40.7% |