See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $217,517 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 27 · EIN 61-1722930 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,690 | $105,190-32.8% | $98,907-28.5% | $90,288-21.7% |
| Participation rate | 97.7% | 86.4%+11.3pp | 76.0%+21.7pp | 73.4%+24.3pp |
| Annual return | 18.34% | 18.52%-0.2pp | 196.43%-178.1pp | 53.97%-35.6pp |
| Employer contribution / active EE | $1,587 | $3,831-58.6% | $2,689-41.0% | $2,524-37.1% |
| Participant deferral / active EE | $3,622 | $5,616-35.5% | $4,244-14.7% | $4,232-14.4% |
| Admin fee / account holder | $157 | $97+61.6% | $6,642-97.6% | $114+37.9% |