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; Sales l... | $298,150 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $280 |
Filed as: VOYA Service code 50 · EIN 71-0294708 | Direct Payment | $120 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $67,119 | $47,456+41.4% | $172,739-61.1% | $77,787-13.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 23.68% | 35.57%-11.9pp | 802.84%-779.2pp | 32.57%-8.9pp |
| Employer contribution / active EE | $3,807 | $1,574+141.9% | $5,143-26.0% | $2,504+52.0% |
| Participant deferral / active EE | $5,667 | $2,560+121.4% | $5,198+9.0% | $3,967+42.8% |
| Admin fee / account holder | $67 | $81-16.9% | $13,954-99.5% | $100-32.9% |