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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 9-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 | Participant loan processing; Recordke... | $2,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,356 | $46,173-36.4% | $170,442-82.8% | $69,631-57.8% |
| Participation rate | 67.2% | 63.9%+3.3pp | 83.6%-16.4pp | 70.7%-3.4pp |
| Annual return | 11.89% | 21.62%-9.7pp | 205.93%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,230 | $1,610-23.6% | $5,433-77.4% | $2,032-39.5% |
| Participant deferral / active EE | $2,382 | $2,080+14.5% | $4,939-51.8% | $3,224-26.1% |
| Admin fee / account holder | $0 | $116-99.6% | $13,880-100.0% | $110-99.6% |