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 8-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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $366,233 |
PPS PENSION & FINANCIAL SERVICES3+ years Filed as: PPS PENSION & FINANCIAL Service code 13 | Contract Administrator | $132,107 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $102,648 |
PPS PENSION & FINANCIAL SERVICES3+ years Service code 13 · EIN 16-1062503 | Contract Administrator | $22,880 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,247 | $176,491-60.8% | $95,952-27.8% | $90,288-23.3% |
| Participation rate | 88.1% | 86.6%+1.5pp | 77.1%+11.0pp | 73.4%+14.7pp |
| Annual return | 543.12% | 20.14%+523.0pp | 91.61%+451.5pp | 53.97%+489.2pp |
| Employer contribution / active EE | $1,978 | $2,789-29.1% | $2,541-22.2% | $2,524-21.6% |
| Participant deferral / active EE | $3,132 | $5,340-41.3% | $4,167-24.8% | $4,232-26.0% |
| Admin fee / account holder | $170 | $154+10.4% | $6,795-97.5% | $114+49.1% |