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 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $59,782 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $612 |
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 | $29,888 | $52,293-42.8% | $178,490-83.3% | $73,409-59.3% |
| Participation rate | 86.5% | 65.3%+21.1pp | 81.9%+4.5pp | 72.2%+14.3pp |
| Annual return | 14.93% | 34.75%-19.8pp | 151.07%-136.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $702 | $1,735-59.6% | $5,011-86.0% | $2,234-68.6% |
| Participant deferral / active EE | $3,644 | $2,332+56.2% | $5,202-30.0% | $3,805-4.3% |
| Admin fee / account holder | $155 | $127+22.0% | $13,984-98.9% | $158-1.6% |