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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.
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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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $9,600 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $280 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 | Contract Administrator | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,161 | $44,473-77.2% | $76,523-86.7% | $55,725-81.8% |
| Participation rate | 50.0% | 51.0%-1.0pp | 68.0%-18.0pp | 70.9%-20.9pp |
| Annual return | 4.96% | -2.01%+7.0pp | -0.27%+5.2pp | 244.93%-240.0pp |
| Employer contribution / active EE | $475 | $1,101-56.8% | $2,647-82.0% | $2,078-77.1% |
| Participant deferral / active EE | $869 | $1,988-56.3% | $3,835-77.3% | $3,356-74.1% |
| Admin fee / account holder | $43 | $134-68.2% | $4,848-99.1% | $115-62.9% |