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 |
|---|---|---|
STRATACORE CAPITAL MANAGEMENT1 year Service code 26 · EIN 46-5313843 | Advisory (Participants) | $10,319 |
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,422 | $91,552-35.1% | $133,956-55.6% | $79,858-25.6% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 19.77% | 61.85%-42.1pp | 45.09%-25.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,259 | $2,384-47.2% | $3,919-67.9% | $2,471-49.0% |
| Participant deferral / active EE | $3,970 | $3,733+6.3% | $5,048-21.3% | $3,740+6.2% |
| Admin fee / account holder | $125 | $6,321-98.0% | $8,927-98.6% | $5,306-97.6% |