Filed October 13, 2017 (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 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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $111,258 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $68,430 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,963 | $46,292+12.3% | $143,757-63.9% | $64,808-19.8% |
| Participation rate | 70.3% | 64.2%+6.1pp | 80.3%-10.0pp | 71.5%-1.2pp |
| Annual return | -16.91% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,100 | $1,910+10.0% | $4,951-57.6% | $2,506-16.2% |
| Participant deferral / active EE | $4,461 | $2,646+68.6% | $5,637-20.9% | $4,310+3.5% |
| Admin fee / account holder | $266 | $154+73.2% | $14,673-98.2% | $188+41.8% |