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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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITHBARNEY LLC Service code 49 · EIN 13-2655998 | Other Services | $53,970 |
BLUM SHAPIRO2 years Filed as: BLUM SHAPIRO & COMPANY P.C. Service code 10 · EIN 06-1009205 | Accounting | $12,823 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,413 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,750 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,908 | $40,174+54.1% | $84,015-26.3% | $67,579-8.4% |
| Participation rate | 69.3% | 62.7%+6.7pp | 69.0%+0.3pp | 71.3%-1.9pp |
| Annual return | 23.64% | 25.82%-2.2pp | 71.31%-47.7pp | 378.56%-354.9pp |
| Employer contribution / active EE | $903 | $808+11.9% | $1,983-54.5% | $2,148-57.9% |
| Participant deferral / active EE | $4,554 | $2,301+97.9% | $3,239+40.6% | $3,539+28.7% |
| Admin fee / account holder | $61 | $128-52.3% | $6,101-99.0% | $142-57.0% |