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: THE RETIREMENT ADVANTAGE Service code 13 101 E GRAND AVE · PORT WASHINGTON, WI 53074 | Contract Administrator | $27,251 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $11,524 |
T R PAUL INC.1 year Filed as: PAUL GASSEL Service code 56 300 S WACKER DR STE 2000 · CHICAGO, IL 60606 | Non-monetary compensation | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,078 | $51,466-35.7% | $78,778-58.0% | $62,292-46.9% |
| Participation rate | 93.0% | 59.8%+33.2pp | 69.2%+23.8pp | 69.5%+23.5pp |
| Annual return | 16.32% | 19.96%-3.6pp | 35.62%-19.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $156 | $827-81.2% | $1,986-92.2% | $2,042-92.4% |
| Participant deferral / active EE | $847 | $2,147-60.6% | $2,958-71.4% | $3,169-73.3% |
| Admin fee / account holder | $12 | $489-97.6% | $5,134-99.8% | $479-97.6% |