Filed December 12, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: KB PENSION SERVICES Service code 16 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · BRADENTON, FL 34202 | Consulting | $4,230 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,496 |
Service code 64 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $23,161 | $42,548-45.6% | $74,550-68.9% | $56,287-58.9% |
| Participation rate | 78.5% | 60.5%+18.0pp | 69.1%+9.4pp | 69.9%+8.6pp |
| Annual return | -7.01% | 12.40%-19.4pp | 32.53%-39.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $398 | $855-53.5% | $1,961-79.7% | $2,111-81.1% |
| Participant deferral / active EE | $2,598 | $2,277+14.1% | $3,108-16.4% | $3,350-22.5% |
| Admin fee / account holder | $38 | $467-92.0% | $5,060-99.3% | $521-92.8% |