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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITHBARNEY LLC Service code 49 · EIN 13-2655998 | Other Services | $59,562 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $15,690 |
BLUM SHAPIRO3 years Filed as: BLUM SHAPIRO & COMPANY P.C. Service code 10 · EIN 06-1009205 | Accounting | $11,500 |
Filed as: MASS MUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $7,063 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
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 | $75,795 | $64,286+17.9% | $90,951-16.7% | $73,409+3.3% |
| Participation rate | 72.1% | 63.6%+8.5pp | 69.0%+3.1pp | 72.2%-0.1pp |
| Annual return | 19.14% | 21.45%-2.3pp | 134.60%-115.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $978 | $895+9.3% | $2,122-53.9% | $2,234-56.2% |
| Participant deferral / active EE | $4,961 | $2,453+102.2% | $3,373+47.1% | $3,805+30.4% |
| Admin fee / account holder | $59 | $287-79.3% | $5,959-99.0% | $158-62.4% |