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 |
|---|---|---|
MMCSC BOSTONIAN GROUP DIVISION3+ years Service code 27 · EIN 06-1685865 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,145 |
WINDHAM BRANNON1 year Service code 10 · EIN 58-1763439 | Accounting | $11,631 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $114,676 | $69,305+65.5% | $82,313+39.3% | $69,631+64.7% |
| Participation rate | 99.8% | 80.3%+19.5pp | 76.9%+22.9pp | 70.7%+29.1pp |
| Annual return | 19.34% | 21.47%-2.1pp | 25.88%-6.5pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $12,196 | $1,887+546.5% | $2,428+402.3% | $2,032+500.2% |
| Participant deferral / active EE | $11,804 | $3,568+230.8% | $3,706+218.5% | $3,224+266.2% |
| Admin fee / account holder | $110 | $97+12.7% | $5,608-98.0% | $110-0.8% |