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 10-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 |
|---|---|---|
NATIONAL SECURITIES CORPORATION2+ years Filed as: NATIONAL SECURITIES CORP Service code 55 · EIN 91-0519466 | Other Commissions | $75,030 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,600 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INV MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $86,435 | $74,024+16.8% | $77,999+10.8% | $57,658+49.9% |
| Participation rate | 98.9% | 79.7%+19.1pp | 75.5%+23.4pp | 70.2%+28.6pp |
| Annual return | 7.12% | 12.14%-5.0pp | 425.96%-418.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,197 | $2,365+35.2% | $2,470+29.4% | $1,974+62.0% |
| Participant deferral / active EE | $4,212 | $3,533+19.2% | $3,497+20.5% | $3,061+37.6% |
| Admin fee / account holder | $3 | $93-96.7% | $5,480-99.9% | $95-96.8% |