Filed July 1, 2019 (most recent of 4 filings on file)
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 13 · EIN 04-1590850 | Contract Administrator | $5,640 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $618 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,534 | $121,341+1.8% | $189,513-34.8% | $79,386+55.6% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.8%+9.4pp | 70.7%+26.5pp |
| Annual return | 19.45% | 21.08%-1.6pp | 555.15%-535.7pp | 116.85%-97.4pp |
| Employer contribution / active EE | $4,565 | $3,915+16.6% | $6,162-25.9% | $2,427+88.1% |
| Participant deferral / active EE | $6,893 | $6,395+7.8% | $8,221-16.2% | $4,046+70.4% |
| Admin fee / account holder | $21 | $651-96.7% | $12,045-99.8% | $626-96.6% |