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: MERRILL LYNCH, PIERCE, FENNER Service code 50 | Direct Payment | $19,669 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,719 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $59 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND Service code 50 · EIN 13-5674085 | Direct Payment | $0 |
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 | $68,560 | $48,313+41.9% | $73,307-6.5% | $52,331+31.0% |
| Participation rate | 96.3% | 68.6%+27.8pp | 74.9%+21.4pp | 68.1%+28.2pp |
| Annual return | 1.34% | 3.85%-2.5pp | 5.67%-4.3pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,216 | $1,661-26.8% | $3,237-62.4% | $1,882-35.4% |
| Participant deferral / active EE | $6,634 | $4,189+58.4% | $4,991+32.9% | $3,022+119.5% |
| Admin fee / account holder | $13 | $404-96.9% | $5,637-99.8% | $592-97.9% |