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 | $11,694 |
LPL FINANCIAL3 years Filed as: LPL HOLDINGS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $4,713 |
MID-ATLANTIC PENSION SPECIALISTS4+ years Service code 13 · EIN 23-2776666 2851 SOUTH PIKE AVE · ALLENTOWN, PA 18103 | Contract Administrator | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,828 | $50,666-82.6% | $76,817-88.5% | $65,185-86.5% |
| Participation rate | 96.1% | 68.8%+27.3pp | 72.1%+24.0pp | 70.2%+25.9pp |
| Annual return | 17.62% | 28.51%-10.9pp | 1166.11%-1148.5pp | 29.38%-11.8pp |
| Employer contribution / active EE | $2,188 | $1,575+38.9% | $2,302-4.9% | $2,177+0.5% |
| Participant deferral / active EE | $1,151 | $2,647-56.5% | $3,336-65.5% | $3,514-67.3% |
| Admin fee / account holder | $106 | $463-77.2% | $6,420-98.4% | $847-87.5% |