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 |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $27,641 | $46,173-40.1% | $170,442-83.8% | $69,631-60.3% |
| Participation rate | 73.2% | 63.9%+9.3pp | 83.6%-10.4pp | 70.7%+2.5pp |
| Annual return | 18.73% | 21.62%-2.9pp | 205.93%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,166 | $1,610-27.6% | $5,433-78.5% | $2,032-42.6% |
| Participant deferral / active EE | $2,423 | $2,080+16.5% | $4,939-51.0% | $3,224-24.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |