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 8-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: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $21,944 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGENCY INC. Service code 53 | Insurance Commissions | $7,091 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 · EIN 26-4310632 | Other Services | $0 |
QUALIFIED PLAN CONSULTANS2 years Filed as: QUALIFIED PLAN CONULTANTS Service code 13 · EIN 20-0223513 | Contract Administrator | $0 |
SBHU LIFE AGENCY INC3+ years Filed as: SBHU LIFE AGENCY Service code 53 · EIN 13-2896238 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,265 | $52,293-63.2% | $178,490-89.2% | $73,409-73.8% |
| Participation rate | 14.4% | 65.3%-51.0pp | 81.9%-67.6pp | 72.2%-57.8pp |
| Annual return | 17.07% | 34.75%-17.7pp | 151.07%-134.0pp | 59.29%-42.2pp |
| Employer contribution / active EE | $122 | $1,735-93.0% | $5,011-97.6% | $2,234-94.5% |
| Participant deferral / active EE | $274 | $2,332-88.3% | $5,202-94.7% | $3,805-92.8% |
| Admin fee / account holder | $247 | $127+93.6% | $13,984-98.2% | $158+56.2% |