Filed January 4, 2018 (most recent of 2 filings on file)
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,934 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,699 |
QBI, LLC1 year Service code 13 · EIN 26-2768667 | Contract Administrator | $4,048 |
AB FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
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 | $28,806 | $65,322-55.9% | $70,449-59.1% | $73,488-60.8% |
| Participation rate | 79.4% | 77.0%+2.4pp | 75.1%+4.3pp | 70.7%+8.7pp |
| Annual return | 16.85% | 15.71%+1.1pp | 109.03%-92.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,381 | $2,460-43.9% | $2,737-49.5% | $2,270-39.2% |
| Participant deferral / active EE | $3,818 | $3,375+13.1% | $3,709+3.0% | $3,740+2.1% |
| Admin fee / account holder | $126 | $214-41.2% | $3,845-96.7% | $513-75.5% |