Filed November 18, 2024 (most recent of 3 filings on file)
Total covered: 10 employees
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 52 · EIN 04-1590850 | Indirect Investment Fees | $13,087 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 · EIN 20-4548831 | Contract Administrator | $3,650 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 53 · EIN 41-0973005 | Insurance Commissions | $3,032 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,056 | $76,000-86.8% | $154,107-93.5% | $64,186-84.3% |
| Participation rate | 77.2% | 70.4%+6.8pp | 83.0%-5.9pp | 69.6%+7.6pp |
| Annual return | -7.28% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $782 | $3,351-76.7% | $5,298-85.2% | $2,381-67.2% |
| Participant deferral / active EE | $1,466 | $3,175-53.8% | $5,081-71.1% | $3,470-57.7% |
| Admin fee / account holder | $120 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |