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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,109 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,622 | $46,360-59.8% | $147,614-87.4% | $52,331-64.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.34% | 1.62%-1.3pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,067 | $2,126-49.8% | $5,564-80.8% | $1,882-43.3% |
| Participant deferral / active EE | $859 | $2,258-62.0% | $4,895-82.5% | $3,022-71.6% |
| Admin fee / account holder | $9 | $766-98.8% | $11,611-99.9% | $592-98.5% |