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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $62,645 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN CONSULTANTS Service code 13 · EIN 20-0223513 | Contract Administrator | $348 |
MONEY CONCEPTS CAPITAL CORP1+ years Service code 53 · EIN 59-2268067 | Insurance Commissions | $0 |
SECURITY NATIONAL BANK1+ years Service code 27 · EIN 42-0943319 | Advisory (Plan) | $0 |
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 | $36,269 | $72,770-50.2% | $67,652-46.4% | $55,191-34.3% |
| Participation rate | 84.6% | 78.8%+5.9pp | 75.7%+9.0pp | 69.2%+15.5pp |
| Annual return | 0.93% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $899 | $1,769-49.2% | $2,266-60.3% | $1,899-52.6% |
| Participant deferral / active EE | $2,347 | $3,408-31.1% | $3,560-34.1% | $3,046-23.0% |
| Admin fee / account holder | $202 | $79+156.2% | $4,821-95.8% | $91+122.4% |