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 |
|---|---|---|
PLANNING CORP OF AMERICA1 year Service code 27 · EIN 59-1199408 | Advisory (Plan) | $24,388 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $23,750 |
HICKS PENSION SERVICES3 years Filed as: HICKS PENSION GROUP Service code 13 · EIN 99-0178392 | Contract Administrator | $19,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,101 | $55,790-64.0% | $76,817-73.8% | $67,579-70.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 19.98% | 64.45%-44.5pp | 1166.11%-1146.1pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,332 | $1,810+28.8% | $2,302+1.3% | $2,148+8.6% |
| Participant deferral / active EE | $1,870 | $2,875-34.9% | $3,336-43.9% | $3,539-47.2% |
| Admin fee / account holder | $93 | $159-41.8% | $6,420-98.6% | $142-34.9% |