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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $43,352 |
IBEW UNION LOCAL 129 FRINGE BENEFIT2 years Filed as: IBEW LOCAL 129 FRINGE BENEFIT FUNDS Service code 14 · EIN 34-1841503 2235 WEST PARK DRIVE B · LORAIN, OH 44053 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,429 | $88,515+33.8% | $162,163-27.0% | $67,579+75.2% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+11.0pp | 71.3%+27.2pp |
| Annual return | 20.02% | 27.04%-7.0pp | 115.59%-95.6pp | 378.56%-358.5pp |
| Employer contribution / active EE | $3,919 | $3,563+10.0% | $5,614-30.2% | $2,148+82.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $127 | $124+2.5% | $10,843-98.8% | $142-10.9% |