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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,231 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: MESIROW ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,971 | $80,753-48.0% | $136,294-69.2% | $62,292-32.6% |
| Participation rate | 71.7% | 73.5%-1.8pp | 81.9%-10.2pp | 69.5%+2.2pp |
| Annual return | 12.90% | 35.83%-22.9pp | 5155.94%-5143.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,682 | $5,164-9.3% | $6,247-25.1% | $3,169+47.7% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.8% |