Filed May 1, 2024 (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 |
|---|---|---|
FOLEY BENEFITS GROUP1+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $3,869 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,680 |
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 | $64,418 | $53,412+20.6% | $68,509-6.0% | $52,331+23.1% |
| Participation rate | 81.8% | 71.7%+10.2pp | 74.7%+7.1pp | 68.1%+13.7pp |
| Annual return | 0.81% | 3.42%-2.6pp | 8.27%-7.5pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,112 | $1,607+31.4% | $2,278-7.3% | $1,882+12.2% |
| Participant deferral / active EE | $3,234 | $2,688+20.3% | $3,382-4.4% | $3,022+7.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |