Filed April 10, 2022
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 53 · EIN 41-1486060 | Insurance Commissions | $93,419 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $21,439 |
Filed as: PRIME PENSIONS, INC. Service code 13 · EIN 46-1224594 | Contract Administrator | $17,672 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $10,380 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $2,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,153 | $81,908-10.7% | $90,749-19.4% | $64,808+12.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -9.98% | -12.53%+2.6pp | -12.16%+2.2pp | 32.82%-42.8pp |
| Employer contribution / active EE | $2,605 | $3,065-15.0% | $2,921-10.8% | $2,506+4.0% |
| Participant deferral / active EE | $4,338 | $4,840-10.4% | $4,564-5.0% | $4,310+0.6% |
| Admin fee / account holder | $29 | $157-81.2% | $8,445-99.7% | $188-84.3% |