Filed February 21, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 50 · EIN 04-1590850 | Direct Payment | $224,632 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467964 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,770 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,791 | $93,773+36.3% | $125,339+2.0% | $78,044+63.7% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.4%+9.4pp | 74.4%+17.3pp |
| Annual return | -10.07% | 277.78%-287.8pp | 572.05%-582.1pp | 10.87%-20.9pp |
| Employer contribution / active EE | $2,604 | $3,678-29.2% | $4,814-45.9% | $3,125-16.7% |
| Participant deferral / active EE | $8,479 | $6,971+21.6% | $7,446+13.9% | $5,084+66.8% |
| Admin fee / account holder | $37 | $67-44.4% | $10,010-99.6% | $79-52.8% |