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 7-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 15 · EIN 04-1590850 | Recordkeeping | $8,859 |
GENERAL FINANCIAL MANAGEMENT1 year Service code 27 10810 OLD COUNTY ROAD 15, SUITE 200 · PLYMOUTH, MN 55441 | Advisory (Plan) | $1,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,287 | $58,879-75.7% | $178,490-92.0% | $73,488-80.6% |
| Participation rate | 56.0% | 66.2%-10.3pp | 81.9%-26.0pp | 70.7%-14.7pp |
| Annual return | 17.22% | 24.86%-7.6pp | 151.07%-133.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $936 | $2,236-58.2% | $5,011-81.3% | $2,270-58.8% |
| Participant deferral / active EE | $1,831 | $2,567-28.7% | $5,202-64.8% | $3,740-51.0% |
| Admin fee / account holder | $151 | $400-62.3% | $13,984-98.9% | $513-70.6% |