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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.
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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 64 · EIN 04-1590850 | Recordkeeping Fees | $14,716 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,311 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,034 | $65,435-26.6% | $86,677-44.6% | $66,914-28.2% |
| Participation rate | 99.3% | 75.5%+23.9pp | 76.6%+22.7pp | 69.8%+29.5pp |
| Annual return | -13.90% | -10.89%-3.0pp | 35.91%-49.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,676 | $4,100-59.1% | $4,656-64.0% | $4,237-60.4% |
| Admin fee / account holder | $155 | $642-75.8% | $7,493-97.9% | $593-73.8% |