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 15 · EIN 04-1590850 | Recordkeeping | $5,208 |
Service code 15 · EIN 75-2776689 | Recordkeeping | $1,380 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
MICKEY LONG, ESQ.1 year Filed as: MICKEY RAY Service code 27 4801 N MIDLAND DR F · MIDLAND, TX 797073421 | Advisory (Plan) | $0 |
Filed as: MML INSURANCE AGENCY LLC Service code 28 · EIN 04-3109325 | Investment Management | $0 |
Service code 28 · EIN 13-3929029 | Investment Management | $0 |
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 | $16,529 | $60,396-72.6% | $111,392-85.2% | $56,287-70.6% |
| Participation rate | 99.0% | 72.4%+26.6pp | 78.9%+20.1pp | 69.9%+29.1pp |
| Annual return | -3.69% | 20.26%-23.9pp | -2.06%-1.6pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,827 | $3,459+10.6% | $4,328-11.6% | $2,111+81.3% |
| Participant deferral / active EE | $2,432 | $4,421-45.0% | $5,567-56.3% | $3,350-27.4% |
| Admin fee / account holder | $13 | $610-97.9% | $12,266-99.9% | $521-97.5% |