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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $1,420 |
Filed as: PRINCIPAL LIFE INSUREANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $212 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 13 | Contract Administrator | $0 |
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,263 | $53,822+58.4% | $75,696+12.6% | $85,850-0.7% |
| Participation rate | 86.8% | 69.1%+17.8pp | 74.8%+12.0pp | 69.3%+17.5pp |
| Annual return | 21.33% | 24.54%-3.2pp | 104.53%-83.2pp | 318.53%-297.2pp |
| Employer contribution / active EE | $4,463 | $2,017+121.3% | $2,743+62.7% | $2,565+74.0% |
| Participant deferral / active EE | $3,388 | $2,895+17.0% | $3,821-11.4% | $3,952-14.3% |
| Admin fee / account holder | $13 | $3,343-99.6% | $3,619-99.6% | $6,260-99.8% |