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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,126 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Service code 49 · EIN 36-3429599 | Other Services | $22 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 50 | Direct Payment | $0 |
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 | $75,607 | $51,244+47.5% | $80,975-6.6% | $55,167+37.1% |
| Participation rate | 95.3% | 71.7%+23.6pp | 75.8%+19.5pp | 69.0%+26.3pp |
| Annual return | 9.69% | 17.39%-7.7pp | 17.10%-7.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,304 | $1,770-26.3% | $3,714-64.9% | $1,963-33.6% |
| Participant deferral / active EE | $6,110 | $4,418+38.3% | $5,696+7.3% | $3,054+100.1% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |