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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,904 |
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $14,174 |
QUALIFIED PLANS, LLC3+ years Service code 13 · EIN 58-2605083 PO BOX 1768 · SAVANNAH, GA 31404 | Contract Administrator | $3,898 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3438371 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,956 | $58,726-30.3% | $92,233-55.6% | $62,292-34.3% |
| Participation rate | 47.2% | 68.3%-21.1pp | 76.5%-29.2pp | 69.5%-22.3pp |
| Annual return | 12.24% | 43.62%-31.4pp | 176.28%-164.0pp | 28.90%-16.7pp |
| Employer contribution / active EE | $217 | $2,392-90.9% | $3,679-94.1% | $2,042-89.4% |
| Participant deferral / active EE | $1,233 | $2,766-55.4% | $3,897-68.4% | $3,169-61.1% |
| Admin fee / account holder | $210 | $556-62.3% | $5,194-96.0% | $479-56.3% |