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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $3,585 |
Filed as: MCHAHON AND ASSOCIATES, CPAS, P.C Service code 10 · EIN 35-1438231 | Accounting | $2,950 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,226 | $81,208-49.2% | $98,907-58.3% | $79,858-48.4% |
| Participation rate | 76.6% | 72.5%+4.1pp | 76.0%+0.6pp | 69.6%+7.0pp |
| Annual return | 31.10% | 60.99%-29.9pp | 196.43%-165.3pp | 31.71%-0.6pp |
| Employer contribution / active EE | $776 | $1,960-60.4% | $2,689-71.1% | $2,471-68.6% |
| Participant deferral / active EE | $2,521 | $3,265-22.8% | $4,244-40.6% | $3,740-32.6% |
| Admin fee / account holder | $83 | $6,013-98.6% | $6,642-98.8% | $5,306-98.4% |