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 | Claims processing; Recordkeeping and ... | $3,293 |
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 | $28,114 | $83,681-66.4% | $82,313-65.8% | - |
| Participation rate | 98.0% | 75.1%+22.9pp | 76.9%+21.1pp | - |
| Annual return | 14.58% | 13.76%+0.8pp | 25.88%-11.3pp | - |
| Employer contribution / active EE | $1,443 | $1,471-1.9% | $2,428-40.6% | - |
| Participant deferral / active EE | $2,880 | $2,851+1.0% | $3,706-22.3% | - |
| Admin fee / account holder | $10 | $3,032-99.7% | $5,608-99.8% | - |