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 |
|---|---|---|
GOLDLEAF PARTNERS4+ years Service code 99 · EIN 45-0514557 | Other Fees | $910 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $700 |
PREFERRED PENSION PLANNING2 years Filed as: PREFERRED PRODUCT NETWORK, INC. Service code 99 · EIN 42-1255850 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $73,863 | $85,202-13.3% | $172,739-57.2% | $72,985+1.2% |
| Participation rate | 27.3% | 70.1%-42.8pp | 82.6%-55.4pp | 69.5%-42.2pp |
| Annual return | 22.14% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $658 | $3,324-80.2% | $5,143-87.2% | $2,440-73.0% |
| Participant deferral / active EE | $1,064 | $3,260-67.4% | $5,198-79.5% | $3,607-70.5% |
| Admin fee / account holder | $29 | $5,884-99.5% | $13,954-99.8% | $5,124-99.4% |