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 |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.1+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $2,933 |
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,720 |
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 | $43,626 | $74,089-41.1% | $133,980-67.4% | $55,167-20.9% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.1%+10.4pp | 69.0%+28.5pp |
| Annual return | 10.20% | 12.11%-1.9pp | 29.30%-19.1pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,614 | $3,064-47.3% | $5,211-69.0% | $1,963-17.8% |
| Participant deferral / active EE | $6,013 | $4,678+28.5% | $6,282-4.3% | $3,054+96.9% |
| Admin fee / account holder | $12 | $458-97.3% | $9,324-99.9% | $504-97.5% |