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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $49,318 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 · EIN 26-4310844 | Other Services | $18,697 |
ALL VALLEY ADMINISTRATORS, LLC6+ years Service code 99 · EIN 77-0536417 7525 N. CEDAR AVE., SUITE 109 · FRESNO, CA 93720 | Other Fees | $0 |
Filed as: MESIROW FINANCIAL INV MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVCS Service code 99 · EIN 51-0116113 | Other 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 | $43,315 | $54,573-20.6% | $90,951-52.4% | $73,488-41.1% |
| Participation rate | 97.0% | 61.2%+35.8pp | 69.0%+28.0pp | 70.7%+26.3pp |
| Annual return | 19.84% | 16.69%+3.2pp | 134.60%-114.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $921 | $991-7.1% | $2,122-56.6% | $2,270-59.4% |
| Participant deferral / active EE | $2,208 | $2,517-12.3% | $3,373-34.5% | $3,740-40.9% |
| Admin fee / account holder | $232 | $521-55.6% | $5,959-96.1% | $513-54.8% |