Filed April 10, 2022
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 |
|---|---|---|
Service code 53 · EIN 41-1486060 | Insurance Commissions | $132,525 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,274 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMNT ADVANTAGE, INC. Service code 14 | Plan Administrator | $18,347 |
JEFFREY SLOCUM & ASSOCIATES4 years Filed as: JEFFREY DICKINSON Service code 53 78-80 MAIN ST · MORRISTOWN, NJ 07960 | Insurance Commissions | $14,725 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE-APPLETON Service code 13 47 PARK PLACE · APPLETON, WI 54914 | Contract Administrator | $6,900 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 36-1816008 | Contract Administrator | $220 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,580 | $85,135+32.2% | $98,907+13.8% | $73,409+53.4% |
| Participation rate | 75.5% | 81.1%-5.6pp | 76.0%-0.5pp | 72.2%+3.4pp |
| Annual return | 9.71% | 19.14%-9.4pp | 196.43%-186.7pp | 59.29%-49.6pp |
| Employer contribution / active EE | $2,088 | $2,721-23.3% | $2,689-22.3% | $2,234-6.5% |
| Participant deferral / active EE | $4,137 | $4,349-4.9% | $4,244-2.5% | $3,805+8.7% |
| Admin fee / account holder | $53 | $139-62.0% | $6,642-99.2% | $158-66.5% |