Filed October 18, 2018 (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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $15,600 |
Filed as: MESIROW FINANCIAL INV. MGMT., INC. Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,531 | $46,173+20.3% | $170,442-67.4% | $69,631-20.2% |
| Participation rate | 80.7% | 63.9%+16.8pp | 83.6%-2.9pp | 70.7%+10.0pp |
| Annual return | 12.45% | 21.62%-9.2pp | 205.93%-193.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $1,710 | $1,610+6.2% | $5,433-68.5% | $2,032-15.9% |
| Participant deferral / active EE | $2,129 | $2,080+2.3% | $4,939-56.9% | $3,224-34.0% |
| Admin fee / account holder | $48 | $116-58.9% | $13,880-99.7% | $110-56.8% |