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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 | Indirect Investment Fees | $145,081 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $99,877 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA COPRORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,596 | $31,810-0.7% | $64,105-50.7% | $59,188-46.6% |
| Participation rate | 42.3% | 57.7%-15.4pp | 68.2%-25.8pp | 69.4%-27.1pp |
| Annual return | 0.20% | 9.41%-9.2pp | 791.24%-791.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $427 | $659-35.3% | $1,820-76.6% | $2,098-79.7% |
| Participant deferral / active EE | $1,254 | $1,582-20.8% | $2,822-55.6% | $3,265-61.6% |
| Admin fee / account holder | $9 | $57-84.0% | $4,499-99.8% | $92-90.1% |