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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 |
|---|---|---|
L M KOHN & COMPANY5+ years Filed as: LM KOHN & COMPANY Service code 55 · EIN 31-1311805 | Other Commissions | $28,821 |
Filed as: MASSMUTUAL RETIRMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,445 | $78,422+133.9% | $95,952+91.2% | $79,858+129.7% |
| Participation rate | 65.6% | 73.5%-7.9pp | 77.1%-11.5pp | 69.6%-4.1pp |
| Annual return | 17.50% | 19.37%-1.9pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $350 | $1,945-82.0% | $2,541-86.2% | $2,471-85.8% |
| Participant deferral / active EE | $4,672 | $3,440+35.8% | $4,167+12.1% | $3,740+24.9% |
| Admin fee / account holder | $513 | $5,622-90.9% | $6,795-92.5% | $5,306-90.3% |