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 CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,521 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Filed as: MESIROW FINANCIAL INVEST MNGMNT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $29,134 | $57,096-49.0% | $94,224-69.1% | $55,191-47.2% |
| Participation rate | 74.1% | 75.7%-1.6pp | 78.8%-4.7pp | 69.2%+4.9pp |
| Annual return | -0.81% | 159.65%-160.5pp | 10.68%-11.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,180 | $1,708-30.9% | $3,587-67.1% | $1,899-37.9% |
| Participant deferral / active EE | $3,069 | $3,165-3.0% | $4,320-29.0% | $3,046+0.7% |
| Admin fee / account holder | $6 | $89-93.6% | $6,269-99.9% | $91-93.7% |