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 |
|---|---|---|
Service code 12 · EIN 94-2646743 4966 EL CAMINO REAL STE 213 · LOS ALTOS, CA 94022 | Direct payment from the plan; Recordk... | $4,200 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $1,912 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,972 | $56,640-47.1% | $80,975-63.0% | $57,658-48.0% |
| Participation rate | 76.0% | 75.9%+0.1pp | 75.8%+0.2pp | 70.2%+5.7pp |
| Annual return | 28.10% | 19.97%+8.1pp | 17.10%+11.0pp | 5.13%+23.0pp |
| Employer contribution / active EE | $4,162 | $2,085+99.6% | $3,714+12.1% | $1,974+110.9% |
| Participant deferral / active EE | $7,586 | $4,944+53.4% | $5,696+33.2% | $3,061+147.9% |
| Admin fee / account holder | $10 | $87-88.4% | $5,516-99.8% | $95-89.3% |