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: HUB INTERNATIONAL Service code 15 · EIN 35-0672425 3510 N. CAUSEWAY, SUITE 300 · METAIRIE, LA 70002 | Recordkeeping | $5,770 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 P. O. BOX 1583 PLAZA · HARTFORD, CT 06144 | Recordkeeping | $0 |
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 | $10,119 | $74,552-86.4% | $62,995-83.9% | $69,631-85.5% |
| Participation rate | 87.5% | 78.3%+9.3pp | 74.8%+12.7pp | 70.7%+16.9pp |
| Annual return | 17.51% | 15.77%+1.7pp | 87.57%-70.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,614 | $2,929-44.9% | $2,759-41.5% | $2,032-20.6% |
| Participant deferral / active EE | $2,329 | $2,974-21.7% | $3,329-30.1% | $3,224-27.8% |
| Admin fee / account holder | $14 | $59-76.0% | $3,600-99.6% | $110-87.1% |