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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $5,115 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 | Contract Administrator | $1,100 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $930 |
Service code 49 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $403 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $370 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PARKWAY, BUILDING 2 · AUSTIN, TX 78735 | Advisory (Plan) | $360 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 14 | Plan Administrator | $60 |
AB FUNDS1 year Service code 52 · EIN 13-0471393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $4,651 | $86,286-94.6% | $111,297-95.8% | $85,850-94.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 5.77% | 19.99%-14.2pp | 54.65%-48.9pp | 318.53%-312.8pp |
| Employer contribution / active EE | $287 | $2,043-86.0% | $2,731-89.5% | $2,565-88.8% |
| Participant deferral / active EE | $1,460 | $3,641-59.9% | $4,487-67.5% | $3,952-63.1% |
| Admin fee / account holder | $119 | $8,188-98.5% | $7,964-98.5% | $6,260-98.1% |