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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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 · EIN 04-1590850 | Other Services | $64,923 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,734 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS IN Service code 13 | Contract Administrator | $8,079 |
MID-ATLANTIC PENSION SPECIALISTS3+ years Service code 13 · EIN 23-2776666 | Contract Administrator | $2,274 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
Filed as: CHARLES SCHWAB Service code 52 · EIN 94-3106735 | Indirect Investment Fees | $0 |
COLUMBIA3+ years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $19,459 | $105,581-81.6% | $70,449-72.4% | $90,288-78.4% |
| Participation rate | 38.9% | 77.5%-38.7pp | 75.1%-36.2pp | 73.4%-34.5pp |
| Annual return | 6.49% | 14.78%-8.3pp | 109.03%-102.5pp | 53.97%-47.5pp |
| Employer contribution / active EE | $1,014 | $3,304-69.3% | $2,737-62.9% | $2,524-59.8% |
| Participant deferral / active EE | $1,329 | $3,813-65.1% | $3,709-64.2% | $4,232-68.6% |
| Admin fee / account holder | $137 | $68+103.0% | $3,845-96.4% | $114+20.2% |