Filed July 9, 2018
Total covered: 4 employees
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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $58,352 |
HAZARD & SIEGEL INC2 years Filed as: HAZARD & SIEGEL INC. Service code 27 · EIN 16-0954584 | Advisory (Plan) | $54,905 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 47 PARK PLACE · APPLETON, WI 549148233 | Contract Administrator | $5,357 |
Participant 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 | $58,508 | $98,982-40.9% | $162,163-63.9% | $65,185-10.2% |
| Participation rate | 83.3% | 85.8%-2.4pp | 87.6%-4.2pp | 70.2%+13.1pp |
| Annual return | 24.70% | 24.84%-0.1pp | 115.59%-90.9pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,626 | $3,467-24.2% | $5,614-53.2% | $2,177+20.7% |
| Participant deferral / active EE | $2,748 | $5,384-49.0% | $7,298-62.3% | $3,514-21.8% |
| Admin fee / account holder | $278 | $596-53.4% | $10,843-97.4% | $847-67.2% |