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 | Float revenue; Recordkeeping and info... | $63,439 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $330 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $56,907 | $37,213+52.9% | $156,549-63.6% | $63,975-11.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 8.71% | 47.89%-39.2pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $3,629 | $1,357+167.5% | $5,501-34.0% | $2,182+66.4% |
| Participant deferral / active EE | $5,122 | $2,070+147.4% | $4,871+5.1% | $3,356+52.6% |
| Admin fee / account holder | $18 | $56-68.1% | $13,027-99.9% | $70-74.5% |