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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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,716 |
Service code 13 · EIN 11-2859146 | Contract Administrator | $8,138 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $4,580 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $2,024 |
Filed as: ROBIN S WEINGAST & ASSOCIATES, INC. Service code 13 | Contract Administrator | $2,000 |
CETERA ADVISOR NETWORKS LLC2 years Service code 53 · EIN 95-3845382 | Insurance Commissions | $0 |
STEPHEN L. GROSSMAN2 years Filed as: STEPHEN L GROSSMAN Service code 53 · EIN 64-6473410 250 WEST 34TH ST · NEW YORK, NY 10119 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,000 | $47,456-93.7% | $172,739-98.3% | $77,787-96.1% |
| Participation rate | 55.9% | 66.3%-10.4pp | 82.6%-26.8pp | 73.2%-17.3pp |
| Annual return | 5.11% | 35.57%-30.5pp | 802.84%-797.7pp | 32.57%-27.5pp |
| Employer contribution / active EE | $240 | $1,574-84.8% | $5,143-95.3% | $2,504-90.4% |
| Participant deferral / active EE | $337 | $2,560-86.8% | $5,198-93.5% | $3,967-91.5% |
| Admin fee / account holder | $21 | $81-74.4% | $13,954-99.9% | $100-79.3% |