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 |
|---|---|---|
COHNREZNICK LLP2+ years Filed as: COHNREZNICK, LLP Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $5,691 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,484 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
MSI FINANCIAL SERVICES INC.1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,211 | $50,637-34.4% | $86,590-61.6% | $62,292-46.7% |
| Participation rate | 28.3% | 67.9%-39.6pp | 73.5%-45.2pp | 69.5%-41.2pp |
| Annual return | 11.18% | 20.80%-9.6pp | 964.84%-953.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $200 | $2,075-90.4% | $2,839-93.0% | $2,042-90.2% |
| Participant deferral / active EE | $943 | $2,611-63.9% | $3,609-73.9% | $3,169-70.2% |
| Admin fee / account holder | $109 | $413-73.6% | $4,906-97.8% | $479-77.2% |