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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 64 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping Fees | $287,121 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,979 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,548 |
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 | $19,761 | $45,000-56.1% | $143,757-86.3% | $77,904-74.6% |
| Participation rate | 91.2% | 66.8%+24.4pp | 80.3%+10.9pp | 73.7%+17.5pp |
| Annual return | -12.39% | 29.03%-41.4pp | -0.04%-12.4pp | 12.21%-24.6pp |
| Employer contribution / active EE | $309 | $1,870-83.5% | $4,951-93.8% | $2,848-89.2% |
| Participant deferral / active EE | $2,688 | $3,157-14.9% | $5,637-52.3% | $4,806-44.1% |
| Admin fee / account holder | $94 | $98-4.3% | $14,673-99.4% | $133-29.0% |