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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 · EIN 04-1590850 | Sub-TA Fees | $665 |
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN WESLEY CARR Service code 53 114 FOXSHIRE DR · LANCASTER, PA 17601 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2736212 | Insurance Commissions | $0 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,535 | $104,475+133.1% | $159,436+52.7% | $79,386+206.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 16.36% | 67.95%-51.6pp | 263.57%-247.2pp | 116.85%-100.5pp |
| Employer contribution / active EE | $8,155 | $3,417+138.7% | $4,829+68.9% | $2,427+235.9% |
| Participant deferral / active EE | $9,135 | $6,467+41.3% | $7,352+24.3% | $4,046+125.8% |
| Admin fee / account holder | $5 | $711-99.2% | $10,799-100.0% | $626-99.1% |