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 8-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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $77,829 |
Service code 14 · EIN 27-0293282 | Plan Administrator | $66,841 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,266 |
BATES & COMPANY, INC.1 year Filed as: BATES & CO Service code 14 · EIN 59-3465757 | Plan Administrator | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: S&S MARKETING OF CENTRAL FLORIDA Service code 22 · EIN 59-3239407 | Insurance Broker | $0 |
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 27 · EIN 51-0120742 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $5,401 | $41,617-87.0% | $84,611-93.6% | $77,787-93.1% |
| Participation rate | 3.6% | 45.0%-41.4pp | 68.2%-64.6pp | 73.2%-69.6pp |
| Annual return | 19.21% | 24.97%-5.8pp | 258.74%-239.5pp | 32.57%-13.4pp |
| Employer contribution / active EE | $1,988 | $1,061+87.3% | $2,652-25.0% | $2,504-20.6% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,899-100.0% | $3,967-100.0% |
| Admin fee / account holder | $202 | $121+66.6% | $4,912-95.9% | $100+101.4% |