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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,142 |
ASSOCIATED BENEFITS CORPORATION10+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $7,760 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,152 | $62,327+70.3% | $120,354-11.8% | $74,495+42.5% |
| Participation rate | 93.0% | 56.8%+36.2pp | 71.9%+21.1pp | 67.2%+25.8pp |
| Annual return | 11.39% | 18.61%-7.2pp | 107.15%-95.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,059 | $1,843+11.7% | $3,463-40.5% | $2,623-21.5% |
| Participant deferral / active EE | $6,921 | $2,893+139.3% | $4,991+38.7% | $4,346+59.3% |
| Admin fee / account holder | $124 | $2,396-94.8% | $9,423-98.7% | $1,942-93.6% |