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 |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SRVS Service code 15 · EIN 26-1589907 | Recordkeeping | $2,475 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 71 · EIN 26-4310844 | Brokerage Fees | $0 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $36,949 | $46,732-20.9% | $156,549-76.4% | $55,167-33.0% |
| Participation rate | 75.2% | 65.8%+9.5pp | 84.0%-8.8pp | 69.0%+6.3pp |
| Annual return | 6.01% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,140 | $2,105-45.9% | $5,501-79.3% | $1,963-41.9% |
| Participant deferral / active EE | $1,475 | $2,204-33.1% | $4,871-69.7% | $3,054-51.7% |
| Admin fee / account holder | $13 | $418-96.9% | $13,027-99.9% | $504-97.4% |