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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $101,419 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,072 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $12,242 |
Filed as: HUB RETIREMENT AND WEALTH MGT Service code 10 · EIN 04-2623673 | Accounting | $6,913 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,596 | $71,142-7.8% | $119,609-45.2% | $64,808+1.2% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -12.95% | -10.01%-2.9pp | -14.97%+2.0pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,746 | $2,497+10.0% | $4,232-35.1% | $2,506+9.6% |
| Participant deferral / active EE | $4,996 | $4,490+11.3% | $5,602-10.8% | $4,310+15.9% |
| Admin fee / account holder | $163 | $162+0.7% | $10,323-98.4% | $188-13.1% |