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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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $522 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,030 | $63,346+18.4% | $92,233-18.7% | $70,131+7.0% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 19.14% | 530.12%-511.0pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $683 | $2,471-72.4% | $3,679-81.4% | $2,342-70.8% |
| Participant deferral / active EE | $2,982 | $2,854+4.5% | $3,897-23.5% | $3,332-10.5% |
| Admin fee / account holder | $6 | $3,840-99.8% | $5,194-99.9% | $4,645-99.9% |