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... | $911 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,883 | $77,634-79.5% | $156,549-89.9% | $62,891-74.7% |
| Participation rate | 90.9% | 71.2%+19.7pp | 84.0%+6.9pp | 69.3%+21.6pp |
| Annual return | 8.22% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,633 | $3,444-52.6% | $5,501-70.3% | $2,281-28.4% |
| Participant deferral / active EE | $861 | $3,045-71.7% | $4,871-82.3% | $3,203-73.1% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |