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 15 · EIN 04-1590850 | Recordkeeping | $44,402 |
Filed as: MULTI-FINANCIAL SEC CORP Service code 99 | Other Fees | $12,285 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,505 |
NICHOLAS PENSION CONSULTANTS2 years Filed as: NICHOLAS HICKS & FARMER - WA Service code 99 | Other Fees | $3,371 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,223 | $81,474-82.5% | $133,956-89.4% | $73,488-80.6% |
| Participation rate | 72.9% | 76.4%-3.4pp | 79.8%-6.9pp | 70.7%+2.3pp |
| Annual return | 11.43% | 19.40%-8.0pp | 45.09%-33.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,283 | $2,209-41.9% | $3,919-67.3% | $2,270-43.5% |
| Participant deferral / active EE | $2,115 | $3,786-44.1% | $5,048-58.1% | $3,740-43.4% |
| Admin fee / account holder | $140 | $713-80.4% | $8,927-98.4% | $513-72.7% |