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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $7,193 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $4,032 |
Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 64 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Recordkeeping Fees | $1,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,198 | $46,173-84.4% | $170,442-95.8% | $69,631-89.7% |
| Participation rate | 38.0% | 63.9%-25.9pp | 83.6%-45.6pp | 70.7%-32.6pp |
| Annual return | 15.35% | 21.62%-6.3pp | 205.93%-190.6pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $76 | $1,610-95.2% | $5,433-98.6% | $2,032-96.2% |
| Participant deferral / active EE | $410 | $2,080-80.3% | $4,939-91.7% | $3,224-87.3% |
| Admin fee / account holder | $54 | $116-53.6% | $13,880-99.6% | $110-51.2% |