Filed March 10, 2023
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: AMERICAN PORTFOLIOS ADVISOR Service code 27 | Advisory (Plan) | $36,663 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,104 |
ACO/DCS1 year Filed as: ACO/DCS, INC. Service code 13 · EIN 45-0645799 | Contract Administrator | $758 |
Filed as: AMERICAN PORTFOLIOS ADVISORS Service code 27 · EIN 11-3600438 | Advisory (Plan) | $0 |
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 | $63,874 | $38,969+63.9% | $109,313-41.6% | $55,167+15.8% |
| Participation rate | 70.1% | 58.2%+11.8pp | 71.3%-1.2pp | 69.0%+1.1pp |
| Annual return | 10.17% | 8.26%+1.9pp | 22.07%-11.9pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,657 | $1,227+35.1% | $3,892-57.4% | $1,963-15.6% |
| Participant deferral / active EE | $3,414 | $2,176+56.9% | $3,166+7.8% | $3,054+11.8% |
| Admin fee / account holder | $74 | $501-85.3% | $5,666-98.7% | $504-85.4% |