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; Recordkeeping and ... | $1,397 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 37 1920 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Loan Processing | $355 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $48 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $7 |
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 | $37,496 | $46,732-19.8% | $156,549-76.0% | $55,167-32.0% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.7pp | 69.0%+28.8pp |
| Annual return | 16.00% | 17.72%-1.7pp | 32.23%-16.2pp | 169.23%-153.2pp |
| Employer contribution / active EE | $1,234 | $2,105-41.4% | $5,501-77.6% | $1,963-37.1% |
| Participant deferral / active EE | $4,560 | $2,204+106.9% | $4,871-6.4% | $3,054+49.3% |
| Admin fee / account holder | $8 | $418-98.0% | $13,027-99.9% | $504-98.3% |