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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: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $464 |
H BECK INC1 year Service code 15 · EIN 52-1321340 | Recordkeeping | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 15 · EIN 95-2834236 | Recordkeeping | $0 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $24,820 | $85,766-71.1% | $136,294-81.8% | $70,131-64.6% |
| Participation rate | 57.3% | 74.2%-16.8pp | 81.9%-24.6pp | 69.5%-12.2pp |
| Annual return | 17.14% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $994 | $2,966-66.5% | $4,695-78.8% | $2,342-57.6% |
| Participant deferral / active EE | $2,861 | $5,051-43.4% | $6,247-54.2% | $3,332-14.1% |
| Admin fee / account holder | $5 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |