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 |
|---|---|---|
MA MUTUAL LIFE INS COMPANY2 years Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $17,100 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
Service code 13 · EIN 63-0813240 110 OFFICE PARK DRIVE,SUITE 100 · BIRMINGHAM, AL 35223 | Contract Administrator | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $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 | $173,249 | $58,879+194.2% | $178,490-2.9% | $73,488+135.8% |
| Participation rate | 72.0% | 66.2%+5.8pp | 81.9%-9.9pp | 70.7%+1.3pp |
| Annual return | 10.48% | 24.86%-14.4pp | 151.07%-140.6pp | 28.51%-18.0pp |
| Employer contribution / active EE | $6,085 | $2,236+172.1% | $5,011+21.4% | $2,270+168.1% |
| Participant deferral / active EE | $4,666 | $2,567+81.8% | $5,202-10.3% | $3,740+24.8% |
| Admin fee / account holder | $136 | $400-66.1% | $13,984-99.0% | $513-73.5% |