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: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 | Advisory (Participants) | $15,762 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,430 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $600 |
Filed as: ENVEST RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 28 | Investment Management | $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 | $26,916 | $86,332-68.8% | $125,175-78.5% | $65,185-58.7% |
| Participation rate | 90.7% | 75.3%+15.4pp | 79.8%+10.9pp | 70.2%+20.5pp |
| Annual return | 22.39% | 27.43%-5.0pp | 43.79%-21.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $3,756 | $2,040+84.1% | $3,865-2.8% | $2,177+72.5% |
| Participant deferral / active EE | $5,471 | $3,537+54.7% | $4,937+10.8% | $3,514+55.7% |
| Admin fee / account holder | $17 | $609-97.2% | $9,702-99.8% | $847-98.0% |