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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,758 |
LAMON & STERN INC1+ years Filed as: LAMON & STERN, INC. Service code 22 | Insurance Broker | $0 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $0 |
PENSION FINANCIAL SERVICES, INC.1+ years Service code 13 | Contract Administrator | $0 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC Service code 13 | 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 | $28,077 | $26,805+4.7% | $59,496-52.8% | $52,331-46.3% |
| Participation rate | 79.0% | 39.3%+39.7pp | 54.6%+24.4pp | 68.1%+10.9pp |
| Annual return | -0.57% | 2.61%-3.2pp | 182.05%-182.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $478 | $450+6.2% | $1,153-58.5% | $1,882-74.6% |
| Participant deferral / active EE | $1,527 | $916+66.6% | $1,829-16.5% | $3,022-49.5% |
| Admin fee / account holder | $35 | $305-88.4% | $2,232-98.4% | $592-94.0% |