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 15 · EIN 04-1590850 | Recordkeeping | $33,920 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $27 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,806 | $60,795-21.4% | $69,455-31.2% | $65,185-26.7% |
| Participation rate | 70.6% | 74.9%-4.3pp | 74.6%-4.0pp | 70.2%+0.4pp |
| Annual return | 25.18% | 17.46%+7.7pp | 28.97%-3.8pp | 29.38%-4.2pp |
| Employer contribution / active EE | $3,065 | $2,452+25.0% | $2,779+10.3% | $2,177+40.8% |
| Participant deferral / active EE | $4,221 | $3,162+33.5% | $3,535+19.4% | $3,514+20.1% |
| Admin fee / account holder | $330 | $314+5.2% | $3,839-91.4% | $847-61.0% |