See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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: PENSION FINANCIAL SERVICES INC. Service code 17 · EIN 58-1485803 | Pension Consulting | $5,275 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,338 | $58,726-62.0% | $92,233-75.8% | $62,292-64.1% |
| Participation rate | 58.0% | 68.3%-10.4pp | 76.5%-18.5pp | 69.5%-11.6pp |
| Annual return | 28.15% | 43.62%-15.5pp | 176.28%-148.1pp | 28.90%-0.7pp |
| Employer contribution / active EE | $1,393 | $2,392-41.8% | $3,679-62.1% | $2,042-31.8% |
| Participant deferral / active EE | $2,417 | $2,766-12.6% | $3,897-38.0% | $3,169-23.7% |
| Admin fee / account holder | $53 | $556-90.5% | $5,194-99.0% | $479-88.9% |