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: MASSMUTUAL INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,141 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 6311 ATRIUM DR · LAKEWOOD RANCH, FL 34211 | Advisory (Plan) | $4,189 |
PENSION ASSURANCE LLP6+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,980 | $66,124-66.8% | $90,404-75.7% | $73,488-70.1% |
| Participation rate | 89.7% | 69.7%+20.1pp | 72.7%+17.1pp | 70.7%+19.1pp |
| Annual return | 12.55% | 17.65%-5.1pp | 1293.02%-1280.5pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,743 | $2,346+16.9% | $3,262-15.9% | $2,270+20.8% |
| Participant deferral / active EE | $683 | $3,039-77.5% | $3,963-82.8% | $3,740-81.7% |
| Admin fee / account holder | $131 | $396-66.9% | $5,611-97.7% | $513-74.4% |