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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $35,052 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,419 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $3,395 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $2,700 |
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.
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 | $29,269 | $79,124-63.0% | $60,874-51.9% | $64,808-54.8% |
| Participation rate | 51.6% | 77.7%-26.1pp | 73.1%-21.5pp | 71.5%-19.9pp |
| Annual return | -16.45% | -7.13%-9.3pp | 16.90%-33.3pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,363 | $3,050-55.3% | $2,701-49.5% | $2,506-45.6% |
| Participant deferral / active EE | $3,906 | $3,725+4.8% | $3,817+2.3% | $4,310-9.4% |
| Admin fee / account holder | $182 | $106+72.1% | $3,224-94.4% | $188-3.2% |