Filed June 16, 2022
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 RETIREMENT SERVICES, LLC Service code 15 · EIN 04-1590850 | Recordkeeping | $11,377 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $9,374 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 99 · EIN 48-1305000 | Other Fees | $9,014 |
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 | $15,561 | $60,124-74.1% | $90,404-82.8% | $79,858-80.5% |
| Participation rate | 83.9% | 65.0%+18.9pp | 72.7%+11.2pp | 69.6%+14.2pp |
| Annual return | 15.56% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,805 | $2,938+165.6% | $3,963+96.9% | $3,740+108.7% |
| Admin fee / account holder | $233 | $3,976-94.1% | $5,611-95.8% | $5,306-95.6% |