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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $57,561 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 49 · EIN 13-5674085 | Other Services | $22,555 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 | Other Services | $26 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,338 | $86,332-68.3% | $125,175-78.2% | $65,185-58.1% |
| Participation rate | 96.3% | 75.3%+21.0pp | 79.8%+16.5pp | 70.2%+26.1pp |
| Annual return | 29.39% | 27.43%+2.0pp | 43.79%-14.4pp | 29.38%0pp |
| Employer contribution / active EE | $3,490 | $2,040+71.1% | $3,865-9.7% | $2,177+60.3% |
| Participant deferral / active EE | $4,961 | $3,537+40.2% | $4,937+0.5% | $3,514+41.2% |
| Admin fee / account holder | $279 | $609-54.2% | $9,702-97.1% | $847-67.0% |