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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $14,362 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,038 |
Service code 13 | Contract Administrator | $2,189 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS IN Service code 13 · EIN 23-2776666 | 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 | $30,008 | $50,958-41.1% | $74,550-59.7% | $64,186-53.2% |
| Participation rate | 71.1% | 61.1%+10.1pp | 69.1%+2.0pp | 69.6%+1.5pp |
| Annual return | -2.68% | -1.86%-0.8pp | 32.53%-35.2pp | 7.63%-10.3pp |
| Employer contribution / active EE | $624 | $1,115-44.1% | $1,961-68.2% | $2,381-73.8% |
| Participant deferral / active EE | $2,437 | $2,301+5.9% | $3,108-21.6% | $3,470-29.7% |
| Admin fee / account holder | $160 | $4,223-96.2% | $5,060-96.8% | $4,888-96.7% |