See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ABACUS BENEFIT CONSULTANTS INC4 years Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 · EIN 05-0460654 | Contract Administrator | $5,773 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $2,496 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
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 | $115,658 | $93,182+24.1% | $146,665-21.1% | $79,386+45.7% |
| Participation rate | 85.6% | 76.4%+9.1pp | 80.1%+5.5pp | 70.7%+14.9pp |
| Annual return | 17.49% | 21.61%-4.1pp | 22.74%-5.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $4,560 | $2,420+88.5% | $4,136+10.3% | $2,427+87.9% |
| Participant deferral / active EE | $3,144 | $4,169-24.6% | $5,506-42.9% | $4,046-22.3% |
| Admin fee / account holder | $19 | $585-96.8% | $10,280-99.8% | $626-97.0% |