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 6-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: MASS MUTUAL LIFE INS. CO. Service code 49 | Other Services | $55,987 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP. Service code 53 | Insurance Commissions | $0 |
MALCOLM THOMPSON & ASSOCIATES1+ years Service code 13 | Contract Administrator | $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).
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 | $32,245 | $66,601-51.6% | $92,893-65.3% | $67,579-52.3% |
| Participation rate | 35.4% | 72.5%-37.1pp | 76.0%-40.6pp | 71.3%-35.8pp |
| Annual return | 167.08% | 92.58%+74.5pp | 109.41%+57.7pp | 378.56%-211.5pp |
| Employer contribution / active EE | $1,209 | $2,775-56.4% | $3,653-66.9% | $2,148-43.7% |
| Participant deferral / active EE | $2,453 | $3,157-22.3% | $4,236-42.1% | $3,539-30.7% |
| Admin fee / account holder | $214 | $199+7.4% | $5,794-96.3% | $142+50.2% |