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 4-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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $11,302 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $5,303 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 71 · EIN 13-2638166 | Brokerage Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,154 | $93,182-71.9% | $146,665-82.2% | $79,386-67.1% |
| Participation rate | 80.4% | 76.4%+4.0pp | 80.1%+0.3pp | 70.7%+9.7pp |
| Annual return | 12.75% | 21.61%-8.9pp | 22.74%-10.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $120 | $2,420-95.0% | $4,136-97.1% | $2,427-95.0% |
| Participant deferral / active EE | $2,987 | $4,169-28.3% | $5,506-45.7% | $4,046-26.2% |
| Admin fee / account holder | $56 | $585-90.5% | $10,280-99.5% | $626-91.1% |