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: EMPOWER ANNUITY INS COMPANY OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,009 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMPA Service code 27 | Advisory (Plan) | $15,403 |
BOIVIN & ASSOCIATES2 years Filed as: BOVIN & ASSOCIATES CPAS PLLC Service code 10 395 DANIEL WEBSTER HWY UNIT 6 · MERRIMACK, NH 03054 | Accounting | $3,500 |
NBT BANCORP NA3 years Filed as: NBT BANK NA DBA THIRD PARTY ADMINIS Service code 13 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Contract Administrator | $650 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,131 | $69,477+26.8% | $94,646-6.9% | $71,457+23.3% |
| Participation rate | 87.6% | 78.4%+9.2pp | 80.8%+6.8pp | 67.9%+19.7pp |
| Annual return | 18.35% | 29.66%-11.3pp | 156.71%-138.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,662 | $2,853-41.7% | $3,672-54.7% | $2,588-35.8% |
| Participant deferral / active EE | $7,531 | $7,345+2.5% | $7,418+1.5% | $4,289+75.6% |
| Admin fee / account holder | $192 | $1,210-84.2% | $7,231-97.4% | $1,587-87.9% |