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 6-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 |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $12,788 |
MERRIL LYNCH1+ years Filed as: MERRIL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,466 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Filed as: MESIROW FINANCIAL Service code 49 · EIN 36-3429599 | Other Services | $0 |
TRINITY PENSION CONSULTANTS1+ years Filed as: TRINITY PENSION CONSULTANTS INC Service code 15 · EIN 20-4548831 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,675 | $73,638-58.3% | $95,952-68.0% | $73,488-58.3% |
| Participation rate | 70.2% | 76.2%-5.9pp | 77.1%-6.9pp | 70.7%-0.5pp |
| Annual return | 27.91% | 16.78%+11.1pp | 91.61%-63.7pp | 28.51%-0.6pp |
| Employer contribution / active EE | $2,204 | $1,863+18.3% | $2,541-13.3% | $2,270-2.9% |
| Participant deferral / active EE | $1,612 | $3,617-55.4% | $4,167-61.3% | $3,740-56.9% |
| Admin fee / account holder | $148 | $482-69.4% | $6,795-97.8% | $513-71.2% |