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 |
|---|---|---|
Service code 13 · EIN 43-1021898 | Contract Administrator | $14,118 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $9,374 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3+ years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING INC. Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
GREG HARVEY5+ years Service code 53 9401 INDIAN CREEK PARKWAY, STE510 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
INVESCO3+ years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3+ years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
Filed as: MFS INVESTMENT MANGEMENT Service code 52 | Indirect Investment Fees | $0 |
THE HARTFORD3+ years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,977 | $98,982-67.7% | $162,163-80.3% | $65,185-50.9% |
| Participation rate | 96.2% | 85.8%+10.5pp | 87.6%+8.7pp | 70.2%+26.0pp |
| Annual return | 27.37% | 24.84%+2.5pp | 115.59%-88.2pp | 29.38%-2.0pp |
| Employer contribution / active EE | $1,602 | $3,467-53.8% | $5,614-71.5% | $2,177-26.4% |
| Participant deferral / active EE | $4,058 | $5,384-24.6% | $7,298-44.4% | $3,514+15.5% |
| Admin fee / account holder | $60 | $596-89.9% | $10,843-99.4% | $847-92.9% |