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: MERIDIEN FINANCIAL GROUP INC Service code 53 · EIN 05-0390540 | Insurance Commissions | $7,126 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,641 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $4,619 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $4,496 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $27,132 | $52,953-48.8% | $172,739-84.3% | $65,185-58.4% |
| Participation rate | 76.0% | 66.2%+9.9pp | 82.6%-6.6pp | 70.2%+5.8pp |
| Annual return | 9.04% | 30.12%-21.1pp | 802.84%-793.8pp | 29.38%-20.3pp |
| Employer contribution / active EE | $160 | $2,190-92.7% | $5,143-96.9% | $2,177-92.6% |
| Participant deferral / active EE | $1,478 | $2,471-40.2% | $5,198-71.6% | $3,514-57.9% |
| Admin fee / account holder | $49 | $472-89.6% | $13,954-99.6% | $847-94.2% |