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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $105,892 |
Service code 10 · EIN 02-0495286 | Accounting | $17,460 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $10,105 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,568 | $86,225-3.1% | $146,665-43.0% | $86,799-3.7% |
| Participation rate | 93.1% | 78.0%+15.2pp | 80.1%+13.1pp | 72.3%+20.9pp |
| Annual return | 14.90% | 31.23%-16.3pp | 22.74%-7.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $2,394 | $2,392+0.1% | $4,136-42.1% | $2,405-0.5% |
| Participant deferral / active EE | $4,233 | $4,245-0.3% | $5,506-23.1% | $4,131+2.5% |
| Admin fee / account holder | $187 | $195-4.3% | $10,280-98.2% | $170+10.2% |