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: MASSACHUSSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $195,276 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,391 |
Service code 50 · EIN 73-0950060 | Direct Payment | $41,473 |
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $32,187 |
Participant 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 | $38,568 | $66,051-41.6% | $92,893-58.5% | $77,787-50.4% |
| Participation rate | 87.0% | 81.0%+6.0pp | 76.0%+11.0pp | 73.2%+13.8pp |
| Annual return | 19.64% | 20.69%-1.1pp | 109.41%-89.8pp | 32.57%-12.9pp |
| Employer contribution / active EE | $2,010 | $3,426-41.3% | $3,653-45.0% | $2,504-19.7% |
| Participant deferral / active EE | $334 | $3,013-88.9% | $4,236-92.1% | $3,967-91.6% |
| Admin fee / account holder | $245 | $148+65.6% | $5,794-95.8% | $100+144.6% |