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.
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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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,830 |
LPA INSURANCE AGENCY INC3+ years Service code 53 · EIN 68-0417308 | Insurance Commissions | $8,063 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 25 MERCHANT STREET #135 · CINCINNATI, OH 45246 | Contract Administrator | $3,516 |
ALGER1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,189 | $57,976-89.3% | $62,995-90.2% | $62,292-90.1% |
| Participation rate | 79.3% | 75.9%+3.4pp | 74.8%+4.5pp | 69.5%+9.8pp |
| Annual return | 16.98% | 17.54%-0.6pp | 87.57%-70.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $850 | $2,415-64.8% | $2,759-69.2% | $2,042-58.4% |
| Participant deferral / active EE | $2,289 | $2,956-22.6% | $3,329-31.3% | $3,169-27.8% |
| Admin fee / account holder | $60 | $276-78.2% | $3,600-98.3% | $479-87.5% |