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 |
|---|---|---|
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVEST MGT, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES Service code 49 | Other Services | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,550 | $63,156-53.2% | $122,332-75.8% | $62,292-52.6% |
| Participation rate | 94.3% | 60.0%+34.3pp | 71.6%+22.7pp | 69.5%+24.8pp |
| Annual return | 12.55% | 20.61%-8.1pp | 30.27%-17.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,920 | $1,385+38.7% | $4,050-52.6% | $2,042-6.0% |
| Participant deferral / active EE | $2,362 | $2,321+1.8% | $3,287-28.1% | $3,169-25.5% |
| Admin fee / account holder | $0 | $440-100.0% | $5,478-100.0% | $479-100.0% |