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 | $49,169 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $18,809 |
THE BEENFIT ADVANTAGE INC1 year Service code 13 | Contract Administrator | $8,160 |
Filed as: MML INVESTORS Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Filed as: THE BENEFIT ADVANTAGE INC Service code 13 · EIN 38-3254950 | Contract Administrator | $0 |
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 | $51,994 | $66,124-21.4% | $90,404-42.5% | $73,488-29.2% |
| Participation rate | 84.9% | 69.7%+15.2pp | 72.7%+12.2pp | 70.7%+14.2pp |
| Annual return | 17.58% | 17.65%-0.1pp | 1293.02%-1275.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,190 | $2,346-6.7% | $3,262-32.9% | $2,270-3.5% |
| Participant deferral / active EE | $4,203 | $3,039+38.3% | $3,963+6.0% | $3,740+12.4% |
| Admin fee / account holder | $215 | $396-45.8% | $5,611-96.2% | $513-58.2% |