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 |
|---|---|---|
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $34,426 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,520 |
Filed as: JOHN H HASLAM III Service code 53 100 RIVERVIEW DRIVE · SAVANNAH, GA 31404 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL LIFE INURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
REGINALD RIGGINS1+ years Service code 53 100 RIVERVIEW DRIVE · SAVANNAH, GA 31404 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,641 | $75,183+140.3% | $123,892+45.8% | $55,167+227.4% |
| Participation rate | 99.1% | 72.8%+26.3pp | 81.4%+17.7pp | 69.0%+30.1pp |
| Annual return | 3.43% | 19.01%-15.6pp | 47.52%-44.1pp | 169.23%-165.8pp |
| Employer contribution / active EE | $4,364 | $2,823+54.6% | $4,617-5.5% | $1,963+122.4% |
| Participant deferral / active EE | $5,908 | $5,084+16.2% | $5,984-1.3% | $3,054+93.4% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |