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 COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,420 |
PENSION ASSURANCE LLP3 years Filed as: PENSION INNOVATIONS CONSULTING, LLC Service code 13 · EIN 34-1944384 7558 KING'S POINTE RD. · TOLEDO, OH 43617 | Contract Administrator | $90 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,401 | $58,879+79.0% | $178,490-40.9% | $73,488+43.4% |
| Participation rate | 97.0% | 66.2%+30.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 14.04% | 24.86%-10.8pp | 151.07%-137.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,425 | $2,236+8.4% | $5,011-51.6% | $2,270+6.8% |
| Participant deferral / active EE | $5,091 | $2,567+98.3% | $5,202-2.1% | $3,740+36.2% |
| Admin fee / account holder | $53 | $400-86.7% | $13,984-99.6% | $513-89.6% |