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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO, LLC Service code 63 · EIN 54-2154380 | 12b-1 Fees | $1,010 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $99 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $69,050 | $57,354+20.4% | $83,848-17.6% | $64,186+7.6% |
| Participation rate | 41.5% | 68.6%-27.1pp | 76.1%-34.7pp | 69.6%-28.1pp |
| Annual return | 8.83% | 11.38%-2.5pp | 850.88%-842.0pp | 7.63%+1.2pp |
| Employer contribution / active EE | $777 | $2,545-69.5% | $3,631-78.6% | $2,381-67.4% |
| Participant deferral / active EE | $1,922 | $2,993-35.8% | $4,082-52.9% | $3,470-44.6% |
| Admin fee / account holder | $23 | $4,046-99.4% | $5,478-99.6% | $4,888-99.5% |