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 |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $19,897 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: RT JONES Service code 26 · EIN 20-1090152 | Advisory (Participants) | $0 |
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 | $23,489 | $62,928-62.7% | $172,739-86.4% | $67,579-65.2% |
| Participation rate | 93.0% | 64.5%+28.5pp | 82.6%+10.3pp | 71.3%+21.7pp |
| Annual return | 17.21% | 30.36%-13.2pp | 802.84%-785.6pp | 378.56%-361.3pp |
| Employer contribution / active EE | $630 | $1,636-61.5% | $5,143-87.8% | $2,148-70.7% |
| Participant deferral / active EE | $3,037 | $2,145+41.6% | $5,198-41.6% | $3,539-14.2% |
| Admin fee / account holder | $74 | $167-55.9% | $13,954-99.5% | $142-48.3% |