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: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $3,904 |
MID-ATLANTIC PENSION SPECIALISTS2+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $1,780 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $1,133 |
MID-ATLANTIC PENSION SPECIALISTS2+ years Filed as: MID-ATLANTIC PENSION SPECIALISTS IN Service code 13 | Contract Administrator | $107 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,808 | $50,385-92.4% | $75,670-95.0% | $62,292-93.9% |
| Participation rate | 95.8% | 67.7%+28.1pp | 72.3%+23.4pp | 69.5%+26.3pp |
| Annual return | 16.56% | 19.90%-3.3pp | 27.34%-10.8pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,823 | $1,537+18.6% | $2,352-22.5% | $2,042-10.7% |
| Participant deferral / active EE | $619 | $2,445-74.7% | $3,142-80.3% | $3,169-80.5% |
| Admin fee / account holder | $33 | $384-91.4% | $5,800-99.4% | $479-93.1% |