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 GROUP2+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $4,045 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,710 |
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 | $73,368 | $56,629+29.6% | $77,999-5.9% | $55,167+33.0% |
| Participation rate | 82.6% | 73.3%+9.3pp | 75.5%+7.1pp | 69.0%+13.6pp |
| Annual return | 6.93% | 2866.98%-2860.1pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,211 | $1,723+28.3% | $2,470-10.5% | $1,963+12.7% |
| Participant deferral / active EE | $3,412 | $2,777+22.9% | $3,497-2.4% | $3,054+11.7% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |