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 26-1589907 | Recordkeeping | $230,059 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $81,250 |
LEONARD J. MILLER & ASSOCIATES5+ years Service code 10 · EIN 52-1193166 | Accounting | $35,000 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $600 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,515 | $66,601+35.9% | $92,893-2.6% | $67,579+33.9% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 18.69% | 92.58%-73.9pp | 109.41%-90.7pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,555 | $2,775-44.0% | $3,653-57.4% | $2,148-27.6% |
| Participant deferral / active EE | $4,623 | $3,157+46.5% | $4,236+9.1% | $3,539+30.6% |
| Admin fee / account holder | $357 | $199+79.2% | $5,794-93.8% | $142+150.6% |