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: MASS MUTUAL LIFE INSURANCE CO Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $36,287 |
Filed as: LOCKTON INVESTEMENT ADVISORS Service code 27 · EIN 20-8874282 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Contract Administrator | $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 | $75,943 | $66,302+14.5% | $110,238-31.1% | $56,287+34.9% |
| Participation rate | 95.4% | 74.9%+20.5pp | 79.8%+15.6pp | 69.9%+25.5pp |
| Annual return | -2.61% | -1.18%-1.4pp | 314.74%-317.3pp | -9.96%+7.3pp |
| Employer contribution / active EE | $4,027 | $2,047+96.7% | $3,826+5.2% | $2,111+90.7% |
| Participant deferral / active EE | $10,858 | $3,381+221.1% | $4,672+132.4% | $3,350+224.2% |
| Admin fee / account holder | $230 | $698-67.1% | $8,547-97.3% | $521-55.9% |