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: MASSMUTUAL LIFE INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $61,825 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $50,220 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,200 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $12,470 |
THE SEGAL COMPANY4 years Filed as: SEGAL ROITMAN, LLP Service code 29 · EIN 04-2489114 | Legal | $11,337 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,255 | $78,275+107.3% | $109,143+48.7% | $86,799+86.9% |
| Participation rate | 77.0% | 73.8%+3.1pp | 75.9%+1.1pp | 72.3%+4.7pp |
| Annual return | 20.99% | 19.14%+1.8pp | 25.75%-4.8pp | 97.91%-76.9pp |
| Employer contribution / active EE | $3,124 | $3,105+0.6% | $3,722-16.1% | $2,405+29.9% |
| Participant deferral / active EE | $7 | $3,641-99.8% | $4,653-99.9% | $4,131-99.8% |
| Admin fee / account holder | $254 | $198+27.9% | $6,752-96.2% | $170+49.8% |