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 | Participant loan processing; Claims p... | $3,054 |
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 | $39,410 | $55,453-28.9% | $170,442-76.9% | $62,292-36.7% |
| Participation rate | 81.5% | 66.4%+15.1pp | 83.6%-2.1pp | 69.5%+12.0pp |
| Annual return | 14.66% | 21.38%-6.7pp | 205.93%-191.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,284 | $2,164-40.7% | $5,433-76.4% | $2,042-37.1% |
| Participant deferral / active EE | $1,756 | $2,303-23.8% | $4,939-64.5% | $3,169-44.6% |
| Admin fee / account holder | $11 | $455-97.5% | $13,880-99.9% | $479-97.6% |