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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.
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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 99 · EIN 59-2937883 1500 MAIN ST · SPRINGFIELD, MA 01103 | Other Fees | $64,897 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,971 | $100,923+97.2% | $150,045+32.6% | $74,304+167.8% |
| Participation rate | 68.1% | 70.1%-2.0pp | 82.3%-14.3pp | 60.3%+7.7pp |
| Annual return | 12.95% | 51.77%-38.8pp | 62.55%-49.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,266 | $3,463-63.5% | $4,693-73.0% | $2,241-43.5% |
| Participant deferral / active EE | $5,680 | $6,709-15.3% | $7,997-29.0% | $3,767+50.8% |
| Admin fee / account holder | $590 | $2,767-78.7% | $13,435-95.6% | $2,969-80.1% |