See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK MARTIN POULSON, PC Service code 12 · EIN 87-0517946 632 N. MAIN · LOGAN, UT 84321 | Other fees; Direct payment from the p... | $5,120 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 PO BOX 1563 · HARTFORD, CT 06144 | Recordkeeping | $4,830 |
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 | $19,990 | $37,591-46.8% | $90,645-77.9% | $55,725-64.1% |
| Participation rate | 94.7% | 66.4%+28.4pp | 74.0%+20.7pp | 70.9%+23.9pp |
| Annual return | -7.24% | -3.20%-4.0pp | 1.88%-9.1pp | 244.93%-252.2pp |
| Employer contribution / active EE | $3,122 | $1,302+139.8% | $2,532+23.3% | $2,078+50.2% |
| Participant deferral / active EE | $4,222 | $2,643+59.7% | $3,425+23.3% | $3,356+25.8% |
| Admin fee / account holder | $14 | $100-86.4% | $4,994-99.7% | $115-88.2% |