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 9-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 53 | Insurance Commissions | $17,930 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 13 · EIN 03-0271340 | Contract Administrator | $0 |
HONOR TOWNSHEND & KENT INC2+ years Service code 53 · EIN 23-1706139 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
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 | $57,028 | $55,453+2.8% | $170,442-66.5% | $62,292-8.5% |
| Participation rate | 73.5% | 66.4%+7.1pp | 83.6%-10.1pp | 69.5%+4.0pp |
| Annual return | 20.80% | 21.38%-0.6pp | 205.93%-185.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,843 | $2,164-14.8% | $5,433-66.1% | $2,042-9.8% |
| Participant deferral / active EE | $3,617 | $2,303+57.1% | $4,939-26.8% | $3,169+14.1% |
| Admin fee / account holder | $34 | $455-92.6% | $13,880-99.8% | $479-93.0% |