Filed April 2, 2019
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: MASSS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $491,343 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $188,531 |
QUALIFIED PLANS, LLC7+ years Service code 14 · EIN 58-2605083 | Plan Administrator | $62,538 |
Filed as: JACOBS COOLIDGE & COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $37,158 |
Filed as: MCKINLEY CARTER WEALTH SERVICE Service code 71 · EIN 54-2111721 | Brokerage Fees | $1,023 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467981 | Other Services | $285 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $225 |
AB FUNDS5 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ANDREW FAIR, ESQ.5 years Filed as: ANDREW L MOORE Service code 53 4695 MACARTHUR CT · NEWPORT BEACH, CA 92660 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,831 | $67,512-9.9% | $185,823-67.3% | $93,030-34.6% |
| Participation rate | 96.0% | 67.1%+28.9pp | 81.7%+14.3pp | 73.9%+22.1pp |
| Annual return | 16.98% | 21.04%-4.1pp | 122.05%-105.1pp | 158.70%-141.7pp |
| Employer contribution / active EE | $2,973 | $1,783+66.7% | $5,167-42.5% | $2,706+9.9% |
| Participant deferral / active EE | $3,960 | $3,035+30.5% | $5,568-28.9% | $4,562-13.2% |
| Admin fee / account holder | $199 | $318-37.5% | $16,237-98.8% | $152+30.9% |