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 | $76,799 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $49,417 |
Service code 13 · EIN 47-0800241 17110 MARCY STREET · OMAHA, NE 68118 | Contract Administrator | $9,982 |
AB FUNDS5 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO5 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 94-0592523 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,022 | $104,475+39.8% | $159,436-8.4% | $79,386+83.9% |
| Participation rate | 93.3% | 76.6%+16.7pp | 82.8%+10.5pp | 70.7%+22.6pp |
| Annual return | 15.38% | 67.95%-52.6pp | 263.57%-248.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $4,618 | $3,417+35.2% | $4,829-4.4% | $2,427+90.2% |
| Participant deferral / active EE | $7,952 | $6,467+23.0% | $7,352+8.2% | $4,046+96.6% |
| Admin fee / account holder | $509 | $711-28.5% | $10,799-95.3% | $626-18.8% |