Filed November 17, 2017
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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. COMP Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,521 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP Service code 27 · EIN 31-1440043 | Advisory (Plan) | $581 |
Service code 13 · EIN 20-4548831 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,707 | $63,156-21.3% | $122,332-59.4% | $62,292-20.2% |
| Participation rate | 59.5% | 60.0%-0.5pp | 71.6%-12.1pp | 69.5%-10.0pp |
| Annual return | 15.24% | 20.61%-5.4pp | 30.27%-15.0pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,351 | $1,385-2.5% | $4,050-66.7% | $2,042-33.9% |
| Participant deferral / active EE | $2,388 | $2,321+2.9% | $3,287-27.3% | $3,169-24.6% |
| Admin fee / account holder | $18 | $440-95.9% | $5,478-99.7% | $479-96.2% |