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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $82,735 |
LEGACY ADVISORS LLC3 years Filed as: LEGACY ADVISORS, LLC Service code 27 | Advisory (Plan) | $32,685 |
Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $23,162 |
STAMBAUGH NESS PC7+ years Service code 10 · EIN 23-2846715 2600 EASTERN BLVD · YORK, PA 17402 | Accounting | $17,500 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,213 |
LEGACY ADVISORS LLC6 years Service code 27 · EIN 06-1659806 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,451 | $64,119-18.2% | $112,228-53.3% | $66,914-21.6% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.1%+21.3pp | 69.8%+26.6pp |
| Annual return | -18.62% | -13.81%-4.8pp | 27.45%-46.1pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,394 | $3,005-20.3% | $3,635-34.1% | $2,544-5.9% |
| Participant deferral / active EE | $5,095 | $3,693+38.0% | $4,728+7.8% | $4,237+20.3% |
| Admin fee / account holder | $449 | $625-28.1% | $6,410-93.0% | $593-24.2% |