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 9-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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,176 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,000 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $72,806 | $62,267+16.9% | $110,238-34.0% | $55,725+30.7% |
| Participation rate | 93.5% | 78.1%+15.4pp | 79.8%+13.7pp | 70.9%+22.7pp |
| Annual return | 3.33% | -1.07%+4.4pp | 314.74%-311.4pp | 244.93%-241.6pp |
| Employer contribution / active EE | $13 | $1,941-99.3% | $3,826-99.7% | $2,078-99.4% |
| Participant deferral / active EE | $2,837 | $3,516-19.3% | $4,672-39.3% | $3,356-15.5% |
| Admin fee / account holder | $38 | $121-68.7% | $8,547-99.6% | $115-67.1% |