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 INC. CO. Service code 52 · EIN 04-1590850 1295 STATE ST. · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $27,298 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $3,490 |
Service code 13 · EIN 35-1907899 400 W. 7TH STREET, SUITE 200 · BLOOMINGTOM, IN 47404 | Contract Administrator | $1,440 |
MARK NARDELLA4+ years Filed as: MARK HEISLER Service code 53 900 E. 96TH ST · INDIANAPOLIS, IN 46240 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,005 | $79,523-76.1% | $140,016-86.4% | $56,287-66.2% |
| Participation rate | 44.4% | 85.7%-41.3pp | 87.5%-43.1pp | 69.9%-25.4pp |
| Annual return | -3.41% | 2.39%-5.8pp | 651.12%-654.5pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,187 | $5,129-76.9% | $6,927-82.9% | $3,350-64.6% |
| Admin fee / account holder | $285 | $614-53.6% | $10,705-97.3% | $521-45.3% |