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 ACCOUNT 200 01 00809A0 Service code 27 · EIN 04-1590850 | Advisory (Plan) | $25,254 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,114 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,262 | $59,186+23.8% | $76,768-4.6% | $56,287+30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.94% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,493 | $1,759-15.1% | $2,485-39.9% | $2,111-29.3% |
| Participant deferral / active EE | $4,355 | $3,255+33.8% | $3,852+13.1% | $3,350+30.0% |
| Admin fee / account holder | $206 | $489-57.8% | $6,675-96.9% | $521-60.4% |