See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 53 | Insurance Commissions | $17,252 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $8,205 |
T R PAUL INC.5+ years Service code 13 · EIN 06-0906361 | Contract Administrator | $8,060 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 | Other Services | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,251 | $52,953+2.5% | $172,739-68.6% | $65,185-16.8% |
| Participation rate | 69.7% | 66.2%+3.5pp | 82.6%-12.9pp | 70.2%-0.5pp |
| Annual return | 16.63% | 30.12%-13.5pp | 802.84%-786.2pp | 29.38%-12.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,444 | $2,471-1.1% | $5,198-53.0% | $3,514-30.4% |
| Admin fee / account holder | $43 | $472-90.9% | $13,954-99.7% | $847-94.9% |