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 9-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 | $184,391 |
HAWSGOODWIN FINANCIAL1 year Filed as: HAWSGOODWIN INVESTMENT MANGMT LLC Service code 27 · EIN 26-3114771 | Advisory (Plan) | $110,000 |
ACUFF & ASSOCIATES, INC.1 year Service code 13 · EIN 62-1477251 320 SEVEN SPRINGS WAY, SUITE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $18,453 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 220 S 6TH ST, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $15,015 |
BASS, BERRY & SIMS PLC1 year Service code 29 · EIN 62-0125540 150 THIRD AVENUE SOUTH, SUITE 2800 · NASHVILLE, TN 37201 | Legal | $7,161 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,969 | $110,699-34.1% | $177,821-59.0% | $90,288-19.2% |
| Participation rate | 76.4% | 88.3%-12.0pp | 87.7%-11.4pp | 73.4%+3.0pp |
| Annual return | 63.44% | 22.79%+40.7pp | 48.32%+15.1pp | 53.97%+9.5pp |
| Employer contribution / active EE | $2,366 | $4,118-42.6% | $5,918-60.0% | $2,524-6.3% |
| Participant deferral / active EE | $4,155 | $6,731-38.3% | $7,714-46.1% | $4,232-1.8% |
| Admin fee / account holder | $222 | $90+146.4% | $12,427-98.2% | $114+94.5% |