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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 INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $35,513 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $12,048 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $2,868 |
JF SHEA CO INC4 years Service code 27 · EIN 94-1530032 | Advisory (Plan) | $1,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,880 | $37,317-22.6% | $77,024-62.5% | $77,904-62.9% |
| Participation rate | 12.9% | 46.9%-33.9pp | 67.9%-55.0pp | 73.7%-60.8pp |
| Annual return | -15.92% | -5.88%-10.0pp | 42.32%-58.2pp | 12.21%-28.1pp |
| Employer contribution / active EE | $122 | $1,218-90.0% | $2,812-95.7% | $2,848-95.7% |
| Participant deferral / active EE | $681 | $2,564-73.4% | $4,426-84.6% | $4,806-85.8% |
| Admin fee / account holder | $195 | $126+55.3% | $5,425-96.4% | $133+47.3% |