See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $60,526 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,291 |
EMPLOYEE BENEFITS GROUP, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $8,277 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,000 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,258 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,023 | $56,485-11.4% | $185,823-73.1% | $86,799-42.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 18.33% | 118.04%-99.7pp | 122.05%-103.7pp | 97.91%-79.6pp |
| Employer contribution / active EE | $2,173 | $1,843+17.9% | $5,167-58.0% | $2,405-9.7% |
| Participant deferral / active EE | $1,475 | $2,553-42.2% | $5,568-73.5% | $4,131-64.3% |
| Admin fee / account holder | $342 | $150+128.4% | $16,237-97.9% | $170+101.5% |