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 14 · EIN 04-1590850 | Plan Administrator | $8,721 |
NICHOLAS PENSION CONSULTANTS5 years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE, SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $6,570 |
Employer contribution per participant 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 | $33,834 | $100,801-66.4% | $149,696-77.4% | $73,409-53.9% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.5%+13.4pp | 72.2%+23.7pp |
| Annual return | 14.74% | 265.34%-250.6pp | 276.60%-261.9pp | 59.29%-44.5pp |
| Employer contribution / active EE | $601 | $3,312-81.9% | $4,644-87.1% | $2,234-73.1% |
| Participant deferral / active EE | $4,708 | $6,404-26.5% | $6,842-31.2% | $3,805+23.7% |
| Admin fee / account holder | $120 | $181-33.7% | $9,309-98.7% | $158-24.0% |