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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 |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $7,250 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. 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 | $79,653 | $88,515-10.0% | $162,163-50.9% | $67,579+17.9% |
| Participation rate | 31.4% | 86.8%-55.4pp | 87.6%-56.2pp | 71.3%-39.9pp |
| Annual return | 128.70% | 27.04%+101.7pp | 115.59%+13.1pp | 378.56%-249.9pp |
| Employer contribution / active EE | $4,334 | $3,563+21.6% | $5,614-22.8% | $2,148+101.8% |
| Participant deferral / active EE | $5,989 | $5,724+4.6% | $7,298-17.9% | $3,539+69.2% |
| Admin fee / account holder | $199 | $124+61.1% | $10,843-98.2% | $142+40.0% |