Filed July 7, 2023 (most recent of 4 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 |
|---|---|---|
MP P.C.7 years Service code 99 · EIN 04-3191789 ONE MONARCH PLACE, SUITE 900 · SPRIGFIELD, MA 01144 | Other Fees | $26,250 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $15,000 |
Filed as: ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $10,081 |
Filed as: VOYA RETIRMENT INS & ANNUITY CO Service code 64 | Recordkeeping Fees | $1,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,268 | $113,293+32.6% | $67,502+122.6% | $199,593-24.7% |
| Participation rate | 90.5% | 73.3%+17.2pp | 72.9%+17.7pp | 72.0%+18.6pp |
| Annual return | 11.49% | 15.88%-4.4pp | 3512.12%-3500.6pp | 34.25%-22.8pp |
| Employer contribution / active EE | $5,593 | $3,401+64.5% | $2,731+104.8% | $3,034+84.3% |
| Participant deferral / active EE | $4,365 | $4,159+4.9% | $4,000+9.1% | $5,087-14.2% |
| Admin fee / account holder | $92 | $103-10.4% | $3,998-97.7% | $269-65.8% |