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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.
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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $40,168 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,304 |
NOVA 401(K) ASSOCIATES1 year Service code 13 · EIN 20-1181458 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,740 | $84,948-82.6% | $70,449-79.1% | $73,409-79.9% |
| Participation rate | 88.8% | 79.9%+8.8pp | 75.1%+13.7pp | 72.2%+16.6pp |
| Annual return | 32.80% | 13.39%+19.4pp | 109.03%-76.2pp | 59.29%-26.5pp |
| Employer contribution / active EE | $1,077 | $2,834-62.0% | $2,737-60.7% | $2,234-51.8% |
| Participant deferral / active EE | $2,992 | $3,387-11.7% | $3,709-19.3% | $3,805-21.4% |
| Admin fee / account holder | $169 | $98+72.3% | $3,845-95.6% | $158+7.1% |