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 8-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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $58,546 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 27 | Advisory (Plan) | $27,300 |
Filed as: LIMESTONE PENSION ASSOCIATES Service code 10 · EIN 51-0383217 1407 FOULK ROAD SUITE 100 · WILMINGTON, DE 19803 | Accounting | $17,144 |
Filed as: LIMESTONE PENSION ASSOCIATE, LLC Service code 13 | Contract Administrator | $2,400 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $0 |
Filed as: LIMESTONE PENSION ASSOCAITES, LLC Service code 13 · EIN 51-0383217 | Contract Administrator | $0 |
Service code 13 · EIN 51-0383217 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,825 | $76,552+26.5% | $123,892-21.8% | $62,891+54.0% |
| Participation rate | 98.9% | 73.0%+26.0pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 10.15% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $7,608 | $2,883+163.9% | $4,617+64.8% | $2,281+233.6% |
| Participant deferral / active EE | $12,231 | $4,840+152.7% | $5,984+104.4% | $3,203+281.9% |
| Admin fee / account holder | $463 | $4,826-90.4% | $8,357-94.5% | $4,296-89.2% |