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 5-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 |
|---|---|---|
NSD NEWCO INC1 year Filed as: NSD NEWCO, INC. Service code 50 · EIN 82-3719843 | Direct Payment | $160,076 |
Filed as: MASSACHUSETTS MUTAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $62,282 |
Filed as: NML INVESTORS SERVICES ICN Service code 53 | Insurance Commissions | $31,960 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,423 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $6,730 |
JEREMY PALMER1 year Filed as: JEREMY M STRAUB Service code 53 1000 CORPORATE DR STE 700 · FORT LAUDERDALE, FL 33334 | Insurance Commissions | $0 |
Filed as: NML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,451 | $102,553+77.9% | $151,611+20.3% | $66,914+172.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -36.54% | -10.82%-25.7pp | 3.33%-39.9pp | 1.58%-38.1pp |
| Employer contribution / active EE | $28,186 | $4,180+574.2% | $6,166+357.1% | $2,544+1007.8% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,035 | $630+64.4% | $11,616-91.1% | $593+74.5% |