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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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,325 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $16,046 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 | Recordkeeping Fees | $7,394 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERIVCES Service code 13 | Contract Administrator | $5,181 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $3,448 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERIVCES, INC. Service code 13 · EIN 22-2446239 | Contract Administrator | $250 |
INTAC ACTUARIAL SERVICES3 years Service code 13 · EIN 22-2446239 | Contract Administrator | $0 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 · EIN 22-2446239 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,025 | $46,292+53.4% | $143,757-50.6% | $64,808+9.6% |
| Participation rate | 15.5% | 64.2%-48.8pp | 80.3%-64.8pp | 71.5%-56.0pp |
| Annual return | -18.21% | -10.05%-8.2pp | -0.04%-18.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,859 | $2,646-29.7% | $5,637-67.0% | $4,310-56.9% |
| Admin fee / account holder | $382 | $154+148.7% | $14,673-97.4% | $188+103.7% |