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.
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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 |
|---|---|---|
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S 401(K) INC Service code 13 · EIN 75-2261114 | Contract Administrator | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
PLANNING CORP OF AMERICA2 years Service code 28 · EIN 59-1199408 | Investment Management | $0 |
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 | $23,423 | $62,132-62.3% | $185,823-87.4% | $73,488-68.1% |
| Participation rate | 82.1% | 67.8%+14.3pp | 78.0%+4.1pp | 70.7%+11.4pp |
| Annual return | 42.22% | 20.44%+21.8pp | 35.95%+6.3pp | 28.51%+13.7pp |
| Employer contribution / active EE | $1,799 | $1,681+7.0% | $4,087-56.0% | $2,270-20.8% |
| Participant deferral / active EE | $6,917 | $3,711+86.4% | $5,632+22.8% | $3,740+85.0% |
| Admin fee / account holder | $148 | $419-64.7% | $9,500-98.4% | $513-71.2% |