See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES SERVICE NETWORK Service code 53 · EIN 62-1152936 | Insurance Commissions | $24,755 |
SECURITIES AMERICA INC1 year Service code 53 · EIN 11-2551174 | Insurance Commissions | $9,528 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,557 |
BALDWIN & BALDWIN PLLC5+ years Filed as: BALDWIN CPAS DBA RPR Service code 13 · EIN 20-1416603 | Contract Administrator | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,061 | $61,473+14.0% | $81,930-14.5% | $73,409-4.6% |
| Participation rate | 61.4% | 72.4%-11.0pp | 72.0%-10.6pp | 72.2%-10.7pp |
| Annual return | 14.55% | 28.26%-13.7pp | 29.49%-14.9pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,740 | $1,898-8.3% | $4,310-59.6% | $2,234-22.1% |
| Participant deferral / active EE | $3,103 | $3,080+0.7% | $7,107-56.3% | $3,805-18.5% |
| Admin fee / account holder | $16 | $125-87.4% | $5,158-99.7% | $158-90.0% |