Filed August 5, 2021 (most recent of 5 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $60,146 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $400 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $53,913 | $37,039+45.6% | $147,614-63.5% | $59,188-8.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 0.64% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.9pp |
| Employer contribution / active EE | $3,723 | $1,353+175.2% | $5,564-33.1% | $2,098+77.5% |
| Participant deferral / active EE | $4,958 | $2,094+136.8% | $4,895+1.3% | $3,265+51.9% |
| Admin fee / account holder | $19 | $60-69.3% | $11,611-99.8% | $92-79.9% |