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 |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $12,867 |
GOLDLEAF PARTNERS2 years Service code 15 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Recordkeeping | $2,820 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,424 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,948 | $89,652-81.1% | $141,162-88.0% | $65,185-74.0% |
| Participation rate | 71.8% | 74.7%-2.9pp | 82.5%-10.7pp | 70.2%+1.6pp |
| Annual return | 22.55% | 32.79%-10.2pp | 71.39%-48.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $827 | $3,065-73.0% | $4,735-82.5% | $2,177-62.0% |
| Participant deferral / active EE | $2,345 | $5,691-58.8% | $6,709-65.0% | $3,514-33.3% |
| Admin fee / account holder | $79 | $569-86.1% | $10,261-99.2% | $847-90.7% |