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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 INSURANC Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,774 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $14,542 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $7,821 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $695 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 | Other Services | $63 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNLEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,642 | $44,734+60.2% | $99,443-28.0% | $67,579+6.0% |
| Participation rate | 29.0% | 66.2%-37.2pp | 73.8%-44.8pp | 71.3%-42.3pp |
| Annual return | 19.97% | 32.45%-12.5pp | 30.72%-10.7pp | 378.56%-358.6pp |
| Employer contribution / active EE | $309 | $1,261-75.5% | $2,540-87.8% | $2,148-85.6% |
| Participant deferral / active EE | $1,709 | $2,731-37.4% | $3,619-52.8% | $3,539-51.7% |
| Admin fee / account holder | $347 | $120+189.7% | $6,250-94.5% | $142+143.6% |