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 |
|---|---|---|
Filed as: JOHN T. MILES, JR. Service code 16 PO BOX 852 · GREEN HARBOR, MA 02041 | Consulting | $27,443 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $6,860 |
MSI FINANCIAL SERVICES INC.2+ years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $3,377 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 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 | $94,476 | $71,192+32.7% | $117,854-19.8% | $62,292+51.7% |
| Participation rate | 95.2% | 74.2%+20.9pp | 79.7%+15.5pp | 69.5%+25.6pp |
| Annual return | 15.34% | 18.66%-3.3pp | 335.08%-319.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,887 | $1,934+101.0% | $3,786+2.7% | $2,042+90.3% |
| Participant deferral / active EE | $4,854 | $3,189+52.2% | $4,482+8.3% | $3,169+53.2% |
| Admin fee / account holder | $87 | $587-85.2% | $8,020-98.9% | $479-81.8% |