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 |
|---|---|---|
Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $12,620 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $11,192 |
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 | $42,082 | $74,089-43.2% | $133,980-68.6% | $55,167-23.7% |
| Participation rate | 99.3% | 84.3%+15.0pp | 87.1%+12.2pp | 69.0%+30.3pp |
| Annual return | 8.92% | 12.11%-3.2pp | 29.30%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,891 | $3,064-38.3% | $5,211-63.7% | $1,963-3.6% |
| Participant deferral / active EE | $3,678 | $4,678-21.4% | $6,282-41.4% | $3,054+20.4% |
| Admin fee / account holder | $224 | $458-51.0% | $9,324-97.6% | $504-55.5% |