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 6-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 |
|---|---|---|
OTHER1 year Service code 49 | Other Services | $34,625 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $27,938 |
MERRIL LYNCH2+ years Filed as: MERRIL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,519 |
Filed as: MESIROW FINANCIAL Service code 49 · EIN 36-3429599 | Other Services | $0 |
TRINITY PENSION CONSULTANTS2+ years Filed as: TRINITY PENSION CONSULTANTS INC Service code 15 · EIN 20-4548831 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,733 | $84,936-46.2% | $111,297-58.9% | $79,386-42.4% |
| Participation rate | 74.5% | 75.9%-1.4pp | 77.3%-2.8pp | 70.7%+3.8pp |
| Annual return | 12.30% | 17.45%-5.2pp | 54.65%-42.3pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,179 | $1,979-40.4% | $2,731-56.8% | $2,427-51.4% |
| Participant deferral / active EE | $1,905 | $3,888-51.0% | $4,487-57.5% | $4,046-52.9% |
| Admin fee / account holder | $426 | $537-20.8% | $7,964-94.7% | $626-32.0% |