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: THE MIDWEST PENSION GROUP(MONROE) Service code 13 · EIN 39-1553836 1909 11TH AVE · MONROE, WI 53566 | Contract Administrator | $17,654 |
Service code 13 · EIN 39-1553836 1909 11TH AVE · MONROE, WI 53566 | Contract Administrator | $6,090 |
MASSACHUSETTMUTUAL LIFE INSURANCECO1 year Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,411 | $64,707+147.9% | $112,228+42.9% | $68,494+134.2% |
| Participation rate | 95.7% | 67.2%+28.6pp | 75.1%+20.7pp | 67.9%+27.9pp |
| Annual return | -13.11% | -11.40%-1.7pp | 27.45%-40.6pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,860 | $2,746-32.3% | $3,635-48.8% | $2,596-28.4% |
| Participant deferral / active EE | $6,972 | $3,565+95.6% | $4,728+47.5% | $4,027+73.1% |
| Admin fee / account holder | $60 | $5,232-98.9% | $6,410-99.1% | $5,403-98.9% |