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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $67,631 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $4,938 |
IRA WADE SCHACK4 years Service code 27 CORNERSTONE WEALTH ADVISORS, LLC · ROSLYN HEIGHTS, NY 11577 | Advisory (Plan) | $0 |
PENSION SERVICES, INC.4 years Service code 13 · EIN 65-0153816 | Contract Administrator | $0 |
BAIRD FUNDS2 years Filed as: ROBERT DISOMMA Service code 27 CORNERSTONE WEALTH ADVISORS, LLC · ROSLYN HEIGHTS, NY 11577 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,779 | $99,957-26.2% | $149,696-50.7% | $73,488+0.4% |
| Participation rate | 57.9% | 75.7%-17.8pp | 82.5%-24.5pp | 70.7%-12.7pp |
| Annual return | 18.14% | 53.87%-35.7pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $229 | $3,191-92.8% | $4,644-95.1% | $2,270-89.9% |
| Participant deferral / active EE | $5,108 | $6,073-15.9% | $6,842-25.3% | $3,740+36.6% |
| Admin fee / account holder | $418 | $551-24.0% | $9,309-95.5% | $513-18.5% |