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 27 · EIN 47-1411118 | Advisory (Plan) | $30,450 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,162 |
Filed as: J.P. SCHLACHTER & ASSOCIATES Service code 13 · EIN 31-1436692 | Contract Administrator | $14,850 |
Filed as: J.P. SCHLACHTER & ASSOCIATES, INC. Service code 13 | Contract Administrator | $10,094 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $7,556 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
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 | $83,358 | $82,093+1.5% | $379,746-78.0% | $73,409+13.6% |
| Participation rate | 92.6% | 76.8%+15.8pp | 78.4%+14.2pp | 72.2%+20.4pp |
| Annual return | 17.29% | 18.89%-1.6pp | 34.90%-17.6pp | 59.29%-42.0pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,175 | $4,697+10.2% | $6,024-14.1% | $3,805+36.0% |
| Admin fee / account holder | $221 | $128+73.0% | $7,927-97.2% | $158+39.8% |