Filed January 12, 2018 (most recent of 5 filings on file)
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: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,712 |
Service code 13 · EIN 25-1867808 | Contract Administrator | $0 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,159 | $89,739-19.6% | $149,718-51.8% | $62,292+15.8% |
| Participation rate | 94.4% | 85.1%+9.3pp | 87.1%+7.3pp | 69.5%+24.9pp |
| Annual return | 13.01% | 21.01%-8.0pp | 1501.63%-1488.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,326 | $3,233-59.0% | $5,445-75.7% | $2,042-35.1% |
| Participant deferral / active EE | $2,079 | $4,797-56.7% | $6,569-68.4% | $3,169-34.4% |
| Admin fee / account holder | $38 | $551-93.1% | $11,283-99.7% | $479-92.0% |