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 9-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 |
|---|---|---|
Filed as: RIZZI SCHWARZ & TARASKAS, LLP Service code 10 · EIN 11-3084306 | Accounting | $18,000 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,746 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $10,436 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC Service code 49 | Other Services | $22 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 | Other Services | $0 |
Filed as: MESIROW FINANCIAL INVEST MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,333 | $66,302-37.7% | $110,238-62.5% | $56,287-26.6% |
| Participation rate | 86.9% | 74.9%+11.9pp | 79.8%+7.0pp | 69.9%+17.0pp |
| Annual return | -2.45% | -1.18%-1.3pp | 314.74%-317.2pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,663 | $3,381-50.8% | $4,672-64.4% | $3,350-50.3% |
| Admin fee / account holder | $276 | $698-60.5% | $8,547-96.8% | $521-47.0% |