Filed January 23, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $17,136 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,919 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 771115 · CINCINNATI, OH 452771115 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,488 | $102,514-26.4% | $97,995-23.0% | $62,292+21.2% |
| Participation rate | 79.2% | 79.5%-0.3pp | 82.4%-3.2pp | 69.5%+9.7pp |
| Annual return | 17.29% | 32.43%-15.1pp | 23.94%-6.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $4,158-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,855 | $5,308-46.2% | $5,097-44.0% | $3,169-9.9% |
| Admin fee / account holder | $25 | $378-93.4% | $5,943-99.6% | $479-94.8% |