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 INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $671 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 99 · EIN 95-2834236 | Other Fees | $0 |
PREFERRED PENSION PLANNING1+ years Filed as: PREFERRED PRODUCT NETWORK INC Service code 55 · EIN 42-1255850 | Other Commissions | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $35,701 | $38,925-8.3% | $73,843-51.7% | $55,191-35.3% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 1.48% | 6.31%-4.8pp | 2267.84%-2266.4pp | 10.78%-9.3pp |
| Employer contribution / active EE | $2,052 | $1,695+21.1% | $2,787-26.4% | $1,899+8.1% |
| Participant deferral / active EE | $2,246 | $2,351-4.5% | $3,583-37.3% | $3,046-26.3% |
| Admin fee / account holder | $3 | $83-97.0% | $4,880-99.9% | $91-97.2% |