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 | Direct payment from the plan; Claims ... | $81,527 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $22,500 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $336 |
NATIONAL FINANCIAL SERVICES3+ 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 | $64,488 | $44,989+43.3% | $170,442-62.2% | $77,958-17.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 19.08% | 19.61%-0.5pp | 205.93%-186.8pp | 20.87%-1.8pp |
| Employer contribution / active EE | $3,519 | $1,466+140.0% | $5,433-35.2% | $2,310+52.3% |
| Participant deferral / active EE | $5,180 | $2,208+134.6% | $4,939+4.9% | $3,537+46.5% |
| Admin fee / account holder | $26 | $69-61.6% | $13,880-99.8% | $97-72.8% |