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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $20,598 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $625 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $492 |
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 | $24,324 | $55,453-56.1% | $170,442-85.7% | $62,292-61.0% |
| Participation rate | 84.9% | 66.4%+18.5pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 19.95% | 21.38%-1.4pp | 205.93%-186.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,148 | $2,164-47.0% | $5,433-78.9% | $2,042-43.8% |
| Participant deferral / active EE | $2,466 | $2,303+7.1% | $4,939-50.1% | $3,169-22.2% |
| Admin fee / account holder | $80 | $455-82.5% | $13,880-99.4% | $479-83.4% |