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 LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,130 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS CONSULTING, LLC Service code 13 · EIN 34-1944384 7558 KING'S POINTE RD. · TOLEDO, OH 43617 | Contract Administrator | $0 |
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 | $90,943 | $47,977+89.6% | $154,107-41.0% | $56,287+61.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.78% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,471 | $2,169+13.9% | $5,298-53.4% | $2,111+17.0% |
| Participant deferral / active EE | $4,877 | $2,392+103.9% | $5,081-4.0% | $3,350+45.6% |
| Admin fee / account holder | $100 | $438-77.1% | $13,411-99.3% | $521-80.8% |