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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,617 |
CARLEY GUILBERT5+ years Service code 12 86 LOWER WESTFIELD ROAD · HOLYOKE, MA 01040 | Claims processing | $21,255 |
NICHOLAS LAPIER CPA PC5+ years Service code 10 · EIN 32-0008525 | Accounting | $18,698 |
KRAKOW & SOURIS3 years Filed as: KRAKOW SOURIS & LANDRY LLC Service code 22 225 FRIEND STREET · BOSTON, MA 02114 | Insurance Broker | $5,400 |
BMO HARRIS BANK NA3 years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 52 · EIN 25-1689258 | Indirect Investment Fees | $0 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MANNING & NAPIER2 years Service code 52 · EIN 02-0476209 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSRUANCE Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,704 | $111,608+65.5% | $177,821+3.9% | $73,409+151.6% |
| Participation rate | 93.2% | 87.9%+5.3pp | 87.7%+5.5pp | 72.2%+21.0pp |
| Annual return | 5.65% | 18.23%-12.6pp | 48.32%-42.7pp | 59.29%-53.6pp |
| Employer contribution / active EE | $8,662 | $3,796+128.2% | $5,918+46.4% | $2,234+287.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $347 | $166+109.4% | $12,427-97.2% | $158+119.6% |