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: MERRILL LYNCH PIERCE FENNER SMITH Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $22,843 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $20,918 |
CONTINENTAL BENEFITS GROUP, INC.2 years Filed as: CONTINENTAL BENEFITS GROUP INC Service code 15 · EIN 01-0724493 | Recordkeeping | $0 |
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 | $31,945 | $51,288-37.7% | $81,983-61.0% | $73,409-56.5% |
| Participation rate | 79.9% | 64.0%+16.0pp | 69.2%+10.7pp | 72.2%+7.8pp |
| Annual return | 25.28% | 29.48%-4.2pp | 41.31%-16.0pp | 59.29%-34.0pp |
| Employer contribution / active EE | $1,056 | $1,487-29.0% | $2,498-57.7% | $2,234-52.7% |
| Participant deferral / active EE | $3,012 | $2,715+10.9% | $3,722-19.1% | $3,805-20.9% |
| Admin fee / account holder | $150 | $125+19.9% | $5,664-97.3% | $158-4.8% |