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: MASS MUUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 125 STATE STREET · SPRINGFIELD, MA 011118089 | Indirect Investment Fees | $8,286 |
Service code 13 · EIN 25-1407261 | Contract Administrator | $30 |
JON BALTZELL1+ years Filed as: JON ALAN HENDERSON Service code 53 6 PPG PLACE SUITE 300 · PITTSBURGH, PA 15222 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
BAIRD FUNDS1+ years Filed as: ROBERT C. MACWHINNIE Service code 53 1025 BOYCE ROAD · PITTSBURGH, PA 15241 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,924 | $43,550+0.9% | $63,517-30.8% | $52,331-16.1% |
| Participation rate | 88.1% | 65.7%+22.4pp | 71.0%+17.0pp | 68.1%+20.0pp |
| Annual return | -1.38% | 2.03%-3.4pp | -70.30%+68.9pp | 4.54%-5.9pp |
| Employer contribution / active EE | $924 | $1,351-31.6% | $2,322-60.2% | $1,882-50.9% |
| Participant deferral / active EE | $2,471 | $2,254+9.6% | $2,953-16.3% | $3,022-18.2% |
| Admin fee / account holder | $60 | $387-84.5% | $5,892-99.0% | $592-89.9% |