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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 16 · EIN 33-0818667 | Consulting | $65,000 |
LEONARD J. MILLER & ASSOCIATES1+ years Service code 10 · EIN 52-1193166 | Accounting | $35,000 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,851 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
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 | $75,376 | $50,498+49.3% | $75,781-0.5% | $55,191+36.6% |
| Participation rate | 96.7% | 69.4%+27.2pp | 75.8%+20.8pp | 69.2%+27.5pp |
| Annual return | -0.33% | 1.80%-2.1pp | 9.68%-10.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,158 | $2,291-49.5% | $3,323-65.2% | $1,899-39.0% |
| Participant deferral / active EE | $3,412 | $2,589+31.8% | $3,651-6.6% | $3,046+12.0% |
| Admin fee / account holder | $182 | $123+47.8% | $5,299-96.6% | $91+100.4% |