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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $562 |
Participant contribution per participant 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 | $13,721 | $75,828-81.9% | $147,614-90.7% | $59,632-77.0% |
| Participation rate | 89.8% | 71.6%+18.3pp | 84.6%+5.2pp | 68.7%+21.2pp |
| Annual return | -1.49% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,383 | $3,485-60.3% | $5,564-75.2% | $2,203-37.2% |
| Participant deferral / active EE | $649 | $3,130-79.3% | $4,895-86.7% | $3,192-79.7% |
| Admin fee / account holder | $5 | $5,985-99.9% | $11,611-100.0% | $4,297-99.9% |