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 9-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... | $1,141 |
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 | $28,405 | $44,873-36.7% | $79,464-64.3% | $56,287-49.5% |
| Participation rate | 95.5% | 68.7%+26.8pp | 73.3%+22.2pp | 69.9%+25.7pp |
| Annual return | -4.16% | 0.81%-5.0pp | 718.14%-722.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $837 | $2,140-60.9% | $2,800-70.1% | $2,111-60.3% |
| Participant deferral / active EE | $2,836 | $2,746+3.3% | $3,704-23.4% | $3,350-15.3% |
| Admin fee / account holder | $6 | $418-98.5% | $5,113-99.9% | $521-98.8% |