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 |
|---|---|---|
ORIENTAL BANK1 year Service code 15 · EIN 66-0259436 | Recordkeeping | $54,179 |
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,171 |
Service code 13 · EIN 66-0599823 | Contract Administrator | $5,203 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $63,492 | $86,332-26.5% | $125,175-49.3% | $65,185-2.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 16.96% | 27.43%-10.5pp | 43.79%-26.8pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,886 | $2,040-7.5% | $3,865-51.2% | $2,177-13.4% |
| Participant deferral / active EE | $3,299 | $3,537-6.7% | $4,937-33.2% | $3,514-6.1% |
| Admin fee / account holder | $432 | $609-29.0% | $9,702-95.5% | $847-49.0% |