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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 50 · EIN 13-2638166 | Direct Payment | $69,827 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $18,033 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW FINANCIAL INV MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $80,139 | $63,905+25.4% | $74,183+8.0% | $57,658+39.0% |
| Participation rate | 94.5% | 79.8%+14.8pp | 76.6%+17.9pp | 70.2%+24.3pp |
| Annual return | 6.64% | 60.60%-54.0pp | 17.74%-11.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,561 | $1,840-15.2% | $2,370-34.1% | $1,974-20.9% |
| Participant deferral / active EE | $4,695 | $3,448+36.2% | $3,550+32.3% | $3,061+53.4% |
| Admin fee / account holder | $194 | $91+112.5% | $5,586-96.5% | $95+104.7% |