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: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $372 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 27 · EIN 54-0910269 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,592 | $33,067+62.1% | $76,523-30.0% | $56,287-4.8% |
| Participation rate | 40.2% | 55.4%-15.2pp | 68.0%-27.8pp | 69.9%-29.7pp |
| Annual return | -6.47% | 2.72%-9.2pp | -0.27%-6.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,362 | $1,200+13.5% | $2,647-48.5% | $2,111-35.5% |
| Participant deferral / active EE | $3,263 | $2,240+45.7% | $3,835-14.9% | $3,350-2.6% |
| Admin fee / account holder | $12 | $537-97.8% | $4,848-99.8% | $521-97.8% |