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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 50 · EIN 42-1445429 | Direct Payment | $61,384 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $15,675 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INV. MGMT. INC. Service code 27 · EIN 36-3429599 | 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 | $41,762 | $74,024-43.6% | $77,999-46.5% | $57,658-27.6% |
| Participation rate | 88.1% | 79.7%+8.4pp | 75.5%+12.6pp | 70.2%+17.9pp |
| Annual return | 6.98% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,305 | $2,365-44.8% | $2,470-47.2% | $1,974-33.9% |
| Participant deferral / active EE | $1,859 | $3,533-47.4% | $3,497-46.8% | $3,061-39.3% |
| Admin fee / account holder | $72 | $93-23.0% | $5,480-98.7% | $95-24.1% |