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 13 · EIN 04-1590850 | Contract Administrator | $25,356 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,672 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,024 |
BENEFIT SOLUTIONS, ETC.3 years Service code 13 · EIN 81-3186048 | Contract Administrator | $2,057 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,202 | $65,061-78.2% | $143,757-90.1% | $66,914-78.8% |
| Participation rate | 67.0% | 65.2%+1.8pp | 80.3%-13.4pp | 69.8%-2.8pp |
| Annual return | -15.17% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $371 | $2,361-84.3% | $4,951-92.5% | $2,544-85.4% |
| Participant deferral / active EE | $1,582 | $2,919-45.8% | $5,637-71.9% | $4,237-62.7% |
| Admin fee / account holder | $207 | $502-58.7% | $14,673-98.6% | $593-65.1% |