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 |
|---|---|---|
Filed as: IFP ADVISORS FBO SHERIDAN ROAD FINA Service code 50 · EIN 13-4284239 | Direct Payment | $9,193 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,289 | $47,456-67.8% | $172,739-91.1% | $77,787-80.3% |
| Participation rate | 24.7% | 66.3%-41.6pp | 82.6%-57.9pp | 73.2%-48.5pp |
| Annual return | 16.93% | 35.57%-18.6pp | 802.84%-785.9pp | 32.57%-15.6pp |
| Employer contribution / active EE | $465 | $1,574-70.4% | $5,143-90.9% | $2,504-81.4% |
| Participant deferral / active EE | $732 | $2,560-71.4% | $5,198-85.9% | $3,967-81.5% |
| Admin fee / account holder | $0 | $81-100.0% | $13,954-100.0% | $100-100.0% |