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 | Recordkeeping and information managem... | $5,199 |
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 | $23,109 | $62,928-63.3% | $172,739-86.6% | $67,579-65.8% |
| Participation rate | 94.6% | 64.5%+30.1pp | 82.6%+11.9pp | 71.3%+23.3pp |
| Annual return | 5.66% | 30.36%-24.7pp | 802.84%-797.2pp | 378.56%-372.9pp |
| Employer contribution / active EE | $686 | $1,636-58.1% | $5,143-86.7% | $2,148-68.0% |
| Participant deferral / active EE | $2,201 | $2,145+2.6% | $5,198-57.7% | $3,539-37.8% |
| Admin fee / account holder | $12 | $167-93.0% | $13,954-99.9% | $142-91.8% |