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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,600 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,896 | $62,928-87.5% | $172,739-95.4% | $67,579-88.3% |
| Participation rate | 77.5% | 64.5%+13.0pp | 82.6%-5.2pp | 71.3%+6.2pp |
| Annual return | 27.87% | 30.36%-2.5pp | 802.84%-775.0pp | 378.56%-350.7pp |
| Employer contribution / active EE | $441 | $1,636-73.1% | $5,143-91.4% | $2,148-79.5% |
| Participant deferral / active EE | $904 | $2,145-57.9% | $5,198-82.6% | $3,539-74.5% |
| Admin fee / account holder | $4 | $167-97.7% | $13,954-100.0% | $142-97.3% |