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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $247,307 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $66,675 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $32,008 |
Filed as: LOCKTON INFESTMENT ADVISOR, LLC Service code 16 · EIN 20-8874282 | Consulting | $32,008 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,752 | $130,141-79.4% | $86,677-69.1% | $77,904-65.7% |
| Participation rate | 85.2% | 85.9%-0.8pp | 76.6%+8.6pp | 73.7%+11.5pp |
| Annual return | -15.56% | -12.75%-2.8pp | 35.91%-51.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,179 | $3,220-63.4% | $2,836-58.4% | $2,848-58.6% |
| Participant deferral / active EE | $2,982 | $5,757-48.2% | $4,656-36.0% | $4,806-38.0% |
| Admin fee / account holder | $109 | $132-17.3% | $7,493-98.5% | $133-17.8% |