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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $12,466 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,486 |
Filed as: PENTEC PENSION MANAGEMENT Service code 13 | Contract Administrator | $6,005 |
JAMIE BLACKMORE1 year Filed as: JAMIE DECKER RAY Service code 53 4801 N MIDLAND DR F · MIDLAND, TX 79707 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $0 |
TODD EUGENE HOLT8+ years Service code 53 317 GRACE LN # 250 · AUSTIN, TX 78746 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,929 | $99,016-50.6% | $93,789-47.8% | $66,914-26.9% |
| Participation rate | 40.3% | 82.1%-41.9pp | 81.0%-40.7pp | 69.8%-29.6pp |
| Annual return | -11.05% | -14.59%+3.5pp | -11.33%+0.3pp | 1.58%-12.6pp |
| Employer contribution / active EE | $2,868 | $4,769-39.9% | $4,323-33.6% | $2,544+12.7% |
| Participant deferral / active EE | $4,281 | $6,689-36.0% | $6,094-29.8% | $4,237+1.0% |
| Admin fee / account holder | $99 | $477-79.3% | $7,195-98.6% | $593-83.4% |