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 | $443,459 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $146,473 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 191 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $62,286 |
Filed as: JACOBS COOLIDGE & COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $38,420 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,939 |
QUALIFIED PLANS, LLC9+ years Service code 14 · EIN 58-2605083 | Plan Administrator | $800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,155 | $50,127+14.0% | $149,673-61.8% | $80,160-28.7% |
| Participation rate | 93.0% | 64.3%+28.7pp | 78.8%+14.3pp | 72.9%+20.1pp |
| Annual return | 16.67% | 29.82%-13.1pp | 134.42%-117.7pp | 40.38%-23.7pp |
| Employer contribution / active EE | $2,792 | $1,865+49.8% | $4,818-42.0% | $2,978-6.2% |
| Participant deferral / active EE | $3,744 | $3,194+17.2% | $5,680-34.1% | $5,017-25.4% |
| Admin fee / account holder | $153 | $153+0.4% | $13,210-98.8% | $145+5.8% |