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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,941 |
Service code 15 · EIN 64-0765749 | Recordkeeping | $4,417 |
JOSEPH R. FAULK1 year Service code 27 · EIN 26-1498632 | Advisory (Plan) | $3,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $500 |
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 | $47,192 | $80,753-41.6% | $136,294-65.4% | $62,292-24.2% |
| Participation rate | 98.0% | 73.5%+24.4pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 16.19% | 35.83%-19.6pp | 5155.94%-5139.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,057 | $2,884-28.7% | $4,695-56.2% | $2,042+0.7% |
| Participant deferral / active EE | $5,573 | $5,164+7.9% | $6,247-10.8% | $3,169+75.9% |
| Admin fee / account holder | $50 | $525-90.4% | $9,243-99.5% | $479-89.5% |