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 9-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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $50,113 |
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER GACOM DBA GREENLINE WEA Service code 27 2255 GLADES RD STE 324A · BOCA RATON, FL 33431 | Advisory (Plan) | $15,423 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,480 |
GWN SECURITIES, INC3 years Filed as: GWN SECURITIES INC Service code 53 11440 N JOG RD · PALM BEACH GARDENS, FL 334183764 | Insurance Commissions | $6,420 |
Filed as: FIDUCIARY OUTSOURCING, LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $975 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Other Fees | $325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,505 | $44,764-18.5% | $68,791-46.9% | $64,808-43.7% |
| Participation rate | 95.8% | 64.8%+31.0pp | 69.0%+26.7pp | 71.5%+24.3pp |
| Annual return | -15.14% | -10.91%-4.2pp | -6.38%-8.8pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,102 | $1,775-38.0% | $2,655-58.5% | $2,506-56.0% |
| Participant deferral / active EE | $3,284 | $3,238+1.4% | $3,941-16.7% | $4,310-23.8% |
| Admin fee / account holder | $192 | $151+27.1% | $4,932-96.1% | $188+2.4% |