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 CONSULTING3 years Filed as: COOK MARTIN POULSON, PC Service code 12 · EIN 87-0517946 632 N. MAIN · LOGAN, UT 84321 | Direct payment from the plan; Claims ... | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 PO BOX 1563 · HARTFORD, CT 06144 | Recordkeeping | $0 |
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 | $33,601 | $51,447-34.7% | $104,607-67.9% | $73,409-54.2% |
| Participation rate | 96.1% | 68.2%+27.9pp | 74.1%+22.0pp | 72.2%+23.9pp |
| Annual return | 25.58% | 25.06%+0.5pp | 340.46%-314.9pp | 59.29%-33.7pp |
| Employer contribution / active EE | $3,323 | $1,441+130.6% | $2,681+24.0% | $2,234+48.8% |
| Participant deferral / active EE | $4,590 | $3,058+50.1% | $3,740+22.7% | $3,805+20.6% |
| Admin fee / account holder | $15 | $122-87.6% | $6,473-99.8% | $158-90.4% |