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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $69,426 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,277 |
ACTUARIAL BENEFITS CORP6 years Service code 13 · EIN 20-1054428 | Contract Administrator | $600 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $0 |
SEE ATTACHED4 years Filed as: SEE THE ATTACHED SCHEDULE C Service code 52 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,595 | $84,487-23.5% | $125,339-48.5% | $66,914-3.5% |
| Participation rate | 87.7% | 76.4%+11.3pp | 82.4%+5.4pp | 69.8%+17.9pp |
| Annual return | -14.45% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,412 | $3,553-4.0% | $4,814-29.1% | $2,544+34.1% |
| Participant deferral / active EE | $4,641 | $6,781-31.6% | $7,446-37.7% | $4,237+9.5% |
| Admin fee / account holder | $236 | $685-65.5% | $10,010-97.6% | $593-60.2% |