Filed March 12, 2021 (most recent of 2 filings on file)
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 8-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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,684 |
Filed as: INTEGRATED WEALTH CONCEPTS, LLC Service code 27 · EIN 81-3433658 | Advisory (Plan) | $16,025 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $5,430 |
ASCENSUS LLC3+ years Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $2,573 |
ALTA TRUST3+ years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3+ years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK3+ years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT3+ years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
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 | $25,742 | $58,879-56.3% | $178,490-85.6% | $73,488-65.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.21% | 24.86%-8.6pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,134 | $2,567+138.9% | $5,202+17.9% | $3,740+64.0% |
| Admin fee / account holder | $230 | $400-42.4% | $13,984-98.4% | $513-55.1% |