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 8-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 COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $396,812 |
IBEW LOCAL UNION NO 99 ANNUITY PLAN4 years Service code 50 · EIN 05-6049537 | Direct Payment | $373,558 |
WARD FISHER & COMPANY5+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 | Accounting | $104,450 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 14-1835864 | Actuarial | $62,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $35,900 |
RODIO & URSILLO1 year Filed as: RODIO + URILLO LTD Service code 29 · EIN 05-0398359 | Legal | $34,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,541 | $95,918+48.6% | $151,611-6.0% | $77,904+83.0% |
| Participation rate | 94.1% | 88.7%+5.4pp | 87.5%+6.6pp | 73.7%+20.5pp |
| Annual return | -6.34% | -5.50%-0.8pp | 3.33%-9.7pp | 12.21%-18.5pp |
| Employer contribution / active EE | $4,824 | $4,330+11.4% | $6,166-21.8% | $2,848+69.4% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $861 | $93+822.8% | $11,616-92.6% | $133+549.4% |