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 RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 50 · EIN 42-1445429 | Direct Payment | $68,743 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $16,125 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | 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 | $45,866 | $75,284-39.1% | $91,001-49.6% | $69,631-34.1% |
| Participation rate | 90.0% | 80.4%+9.6pp | 75.6%+14.4pp | 70.7%+19.3pp |
| Annual return | 14.36% | 48.40%-34.0pp | 4.60%+9.8pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,369 | $2,473-44.6% | $2,456-44.2% | $2,032-32.6% |
| Participant deferral / active EE | $2,081 | $3,700-43.7% | $3,547-41.3% | $3,224-35.4% |
| Admin fee / account holder | $78 | $111-29.4% | $5,417-98.6% | $110-29.3% |