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 FINANCIAL GROUP Service code 13 · EIN 04-1590850 | Contract Administrator | $48,083 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET MANAGEMENT, Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Filed as: MML INVESTMENT ADVISORS, LLC Service code 28 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Investment Management | $0 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 16.37% | 10.93%+5.4pp | 10.16%+6.2pp | 13.95%+2.4pp |
| Employer contribution / active EE | $0 | $10,209-100.0% | $33,192-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |