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 FINANCIAL GROUP Service code 13 · EIN 04-1590850 | Contract Administrator | $51,940 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD MUTUAL FUNDS Service code 28 PO BOX 219060 · KANSAS CITY, MO 641051407 | Investment Management | $0 |
Filed as: MML INVESTMENT ADVISERS LLC Service code 28 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 22.32% | 12.96%+9.4pp | 20.73%+1.6pp | 16.32%+6.0pp |
| Employer contribution / active EE | $1,250 | $12,913-90.3% | $36,500-96.6% | $17,007-92.6% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |