Filed May 1, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0927307 | Advisory (Plan) | $33,978 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,894 |
FOLEY BENEFITS GROUP4+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $4,892 |
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 | $67,417 | $58,083+16.1% | $80,019-15.7% | $56,287+19.8% |
| Participation rate | 83.9% | 73.6%+10.3pp | 75.8%+8.1pp | 69.9%+14.1pp |
| Annual return | -0.77% | 34.61%-35.4pp | 11.22%-12.0pp | -9.96%+9.2pp |
| Employer contribution / active EE | $2,586 | $1,932+33.9% | $2,468+4.8% | $2,111+22.5% |
| Participant deferral / active EE | $4,028 | $3,135+28.5% | $3,686+9.3% | $3,350+20.2% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |