See peer percentile detail with Solo.
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 10-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 | Claims processing; Recordkeeping and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,233 | $70,083-8.3% | $59,878+7.3% | $55,725+15.3% |
| Participation rate | 97.3% | 78.4%+18.9pp | 74.7%+22.6pp | 70.9%+26.4pp |
| Annual return | 7.43% | 3.13%+4.3pp | 3.46%+4.0pp | 244.93%-237.5pp |
| Employer contribution / active EE | $3,232 | $2,878+12.3% | $2,722+18.7% | $2,078+55.5% |
| Participant deferral / active EE | $823 | $3,079-73.3% | $3,402-75.8% | $3,356-75.5% |
| Admin fee / account holder | $44 | $70-38.0% | $3,590-98.8% | $115-62.2% |