Filed September 9, 2019 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 27 · EIN 04-1590850 | Advisory (Plan) | $122,537 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,079 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $39,282 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $78 |
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 | $51,097 | $95,776-46.6% | $162,163-68.5% | $77,787-34.3% |
| Participation rate | 96.3% | 88.6%+7.7pp | 87.6%+8.8pp | 73.2%+23.1pp |
| Annual return | 29.71% | 37.03%-7.3pp | 115.59%-85.9pp | 32.57%-2.9pp |
| Employer contribution / active EE | $1,815 | $3,874-53.2% | $5,614-67.7% | $2,504-27.5% |
| Participant deferral / active EE | $4,199 | $6,125-31.4% | $7,298-42.5% | $3,967+5.8% |
| Admin fee / account holder | $186 | $88+112.5% | $10,843-98.3% | $100+86.2% |