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 |
|---|---|---|
Service code 50 · EIN 04-1590850 | Direct Payment | $80,701 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $77,456 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $8,500 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $28,254 | $53,925-47.6% | $75,670-62.7% | $69,631-59.4% |
| Participation rate | 95.7% | 71.2%+24.5pp | 72.3%+23.4pp | 70.7%+25.0pp |
| Annual return | 22.91% | 17.84%+5.1pp | 27.34%-4.4pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $1,637 | $1,802-9.2% | $2,352-30.4% | $2,032-19.4% |
| Participant deferral / active EE | $3,593 | $2,569+39.8% | $3,142+14.3% | $3,224+11.4% |
| Admin fee / account holder | $272 | $97+180.0% | $5,800-95.3% | $110+146.2% |