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 9-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 ... | $864 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,688 | $54,762-51.3% | $90,281-70.4% | $72,985-63.4% |
| Participation rate | 98.4% | 65.1%+33.3pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 2.32% | 30.63%-28.3pp | 78.10%-75.8pp | 81.00%-78.7pp |
| Employer contribution / active EE | $937 | $2,092-55.2% | $2,854-67.2% | $2,440-61.6% |
| Participant deferral / active EE | $4,755 | $2,887+64.7% | $3,885+22.4% | $3,607+31.8% |
| Admin fee / account holder | $6 | $3,972-99.8% | $5,351-99.9% | $5,124-99.9% |