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 10-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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $13,894 |
BOLLUS LYNCH1 year Filed as: BOLLUS LYNCH, LLP Service code 10 · EIN 04-3037870 | Accounting | $11,555 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,446 | $59,839+36.1% | $81,983-0.7% | $79,858+2.0% |
| Participation rate | 52.1% | 61.6%-9.5pp | 69.2%-17.2pp | 69.6%-17.5pp |
| Annual return | 13.39% | 17.56%-4.2pp | 41.31%-27.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $366 | $1,713-78.7% | $2,498-85.4% | $2,471-85.2% |
| Participant deferral / active EE | $1,623 | $2,695-39.8% | $3,722-56.4% | $3,740-56.6% |
| Admin fee / account holder | $468 | $4,287-89.1% | $5,664-91.7% | $5,306-91.2% |