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) | $26,528 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,226 |
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 | $87,520 | $65,376+33.9% | $87,100+0.5% | $65,185+34.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 21.41% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,706 | $1,822-6.4% | $2,521-32.3% | $2,177-21.6% |
| Participant deferral / active EE | $5,090 | $3,388+50.2% | $4,049+25.7% | $3,514+44.9% |
| Admin fee / account holder | $205 | $520-60.5% | $7,497-97.3% | $847-75.8% |