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 |
|---|---|---|
BSM CONSULTING GROUP, LTD.1+ years Service code 15 · EIN 72-0699889 | Recordkeeping | $8,555 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $425 |
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 | $38,859 | $54,320-28.5% | $67,652-42.6% | $52,331-25.7% |
| Participation rate | 94.0% | 73.6%+20.4pp | 75.7%+18.4pp | 68.1%+25.9pp |
| Annual return | -0.39% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,047 | $1,544-32.2% | $2,266-53.8% | $1,882-44.4% |
| Participant deferral / active EE | $4,080 | $2,950+38.3% | $3,560+14.6% | $3,022+35.0% |
| Admin fee / account holder | $54 | $527-89.8% | $4,821-98.9% | $592-90.9% |