Filed July 26, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $113 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,184 | $70,667-41.7% | $123,104-66.5% | $52,331-21.3% |
| Participation rate | 95.2% | 83.7%+11.5pp | 86.8%+8.5pp | 68.1%+27.1pp |
| Annual return | -0.91% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,523 | $2,946-14.3% | $5,151-51.0% | $1,882+34.1% |
| Participant deferral / active EE | $2,276 | $4,493-49.3% | $6,230-63.5% | $3,022-24.7% |
| Admin fee / account holder | $1 | $506-99.8% | $9,015-100.0% | $592-99.9% |