Filed May 7, 2018
Total covered: 62 employees
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 | $22,772 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 50 · EIN 48-1305000 | Direct Payment | $16,993 |
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 | $58,316 | $80,753-27.8% | $136,294-57.2% | $62,292-6.4% |
| Participation rate | 82.3% | 73.5%+8.8pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 16.69% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,241 | $2,884-57.0% | $4,695-73.6% | $2,042-39.2% |
| Participant deferral / active EE | $4,605 | $5,164-10.8% | $6,247-26.3% | $3,169+45.3% |
| Admin fee / account holder | $132 | $525-74.9% | $9,243-98.6% | $479-72.4% |