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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.
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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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $36,431 |
Filed as: HERITAGE INSITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $11,694 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,843 |
EMPLOYEE BENEFITS GROUP, LLC4 years Service code 13 · EIN 73-1554797 | Contract Administrator | $5,439 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,214 | $82,202-40.1% | $125,339-60.7% | $64,808-24.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 220.11% | 3.48%+216.6pp | 572.05%-351.9pp | 32.82%+187.3pp |
| Employer contribution / active EE | $1,827 | $3,615-49.5% | $4,814-62.0% | $2,506-27.1% |
| Participant deferral / active EE | $3,369 | $7,175-53.0% | $7,446-54.8% | $4,310-21.8% |
| Admin fee / account holder | $145 | $163-10.9% | $10,010-98.5% | $188-22.6% |