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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.8+ years Service code 13 · EIN 56-1129270 | Contract Administrator | $7,329 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $1,100 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Filed as: MML INVESTOR SERVICES Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Filed as: RICHARD E. ROSE Service code 53 100 E. SIX FORKS RD. · RALEIGH, NC 27609 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,620 | $64,119+41.3% | $112,228-19.3% | $66,914+35.4% |
| Participation rate | 84.2% | 68.5%+15.8pp | 75.1%+9.2pp | 69.8%+14.4pp |
| Annual return | -9.72% | -13.81%+4.1pp | 27.45%-37.2pp | 1.58%-11.3pp |
| Employer contribution / active EE | $1,818 | $3,005-39.5% | $3,635-50.0% | $2,544-28.6% |
| Participant deferral / active EE | $4,693 | $3,693+27.1% | $4,728-0.7% | $4,237+10.8% |
| Admin fee / account holder | $7 | $625-98.9% | $6,410-99.9% | $593-98.8% |