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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Investment managem... | $0 |
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 | $23,708 | $52,670-55.0% | $90,404-73.8% | $73,409-67.7% |
| Participation rate | 94.2% | 67.7%+26.5pp | 72.7%+21.5pp | 72.2%+22.0pp |
| Annual return | 21.31% | 20.70%+0.6pp | 1293.02%-1271.7pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,454 | $1,872-22.3% | $3,262-55.4% | $2,234-34.9% |
| Participant deferral / active EE | $1,846 | $2,807-34.2% | $3,963-53.4% | $3,805-51.5% |
| Admin fee / account holder | $1 | $117-99.2% | $5,611-100.0% | $158-99.4% |