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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $268,279 |
IPS RIA, LLC3+ years Service code 27 · EIN 47-1445310 | Advisory (Plan) | $54,813 |
BAKER TILLY US, LLP2 years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $17,544 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $9,721 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BUFFALO FUNDS1 year Filed as: BUFFALO Service code 52 · EIN 48-1069845 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $48,525 | $177,276-72.6% | $185,117-73.8% | $177,276-72.6% |
| Participation rate | 23.2% | 74.8%-51.6pp | 77.3%-54.0pp | 74.8%-51.6pp |
| Annual return | 21.89% | 21.25%+0.6pp | 40.50%-18.6pp | 21.25%+0.6pp |
| Employer contribution / active EE | $39 | $2,479-98.4% | $4,182-99.1% | $2,479-98.4% |
| Participant deferral / active EE | $979 | $3,881-74.8% | $5,045-80.6% | $3,881-74.8% |
| Admin fee / account holder | $181 | $154+17.3% | $8,159-97.8% | $154+17.3% |