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: AMERICAN PORTFOLIO ADVISOR Service code 50 · EIN 11-3800438 | Direct Payment | $156,273 |
AMERICAN PORTFOLIOS FINANCIAL5+ years Filed as: AMERICAN PORTFOLIOS FNCL Service code 55 | Other Commissions | $71,470 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,144 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
AMERICAN PORTFOLIOS FINANCIAL5+ years Filed as: AMERICAN PORTFOLIOS FNCL SVC Service code 55 · EIN 11-3018002 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,714 | $88,122+2.9% | $141,162-35.7% | $67,579+34.2% |
| Participation rate | 96.2% | 76.5%+19.8pp | 82.5%+13.7pp | 71.3%+24.9pp |
| Annual return | 25.35% | 75.40%-50.1pp | 71.39%-46.0pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,887 | $3,224-41.5% | $4,735-60.1% | $2,148-12.1% |
| Participant deferral / active EE | $6,452 | $5,958+8.3% | $6,709-3.8% | $3,539+82.3% |
| Admin fee / account holder | $447 | $131+241.6% | $10,261-95.6% | $142+214.2% |