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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $71,819 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $30,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,676 | $66,813+41.7% | $100,516-5.8% | $73,488+28.8% |
| Participation rate | 92.8% | 77.5%+15.3pp | 79.4%+13.4pp | 70.7%+22.1pp |
| Annual return | 23.96% | 25.70%-1.7pp | 30.89%-6.9pp | 28.51%-4.5pp |
| Employer contribution / active EE | $2,701 | $2,147+25.8% | $3,418-21.0% | $2,270+19.0% |
| Participant deferral / active EE | $5,864 | $5,883-0.3% | $6,270-6.5% | $3,740+56.8% |
| Admin fee / account holder | $709 | $512+38.5% | $8,081-91.2% | $513+38.2% |