Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $62,621 |
RED BANK PENSION SERVICES, INC.2+ years Service code 11 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Actuarial | $9,911 |
LUTZ & CARR CPA'S, LLP1 year Filed as: LUTZ & CARR CPA'S, LLC Service code 10 · EIN 13-1655065 | Accounting | $9,533 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 11 | Actuarial | $8,347 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 1.18% | 4.65%-3.5pp | 4.07%-2.9pp | 11.88%-10.7pp |
| Employer contribution / active EE | $2,445 | $13,858-82.4% | $45,149-94.6% | $14,612-83.3% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |