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 INS COMP Service code 49 · EIN 04-1590850 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Services | $70,925 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,549 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $981 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,723 | $78,672+14.0% | $109,143-17.8% | $85,850+4.5% |
| Participation rate | 72.7% | 68.3%+4.5pp | 75.9%-3.1pp | 69.3%+3.4pp |
| Annual return | 16.50% | 25.09%-8.6pp | 25.75%-9.3pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,498 | $2,735-8.6% | $3,722-32.9% | $2,565-2.6% |
| Participant deferral / active EE | $5,683 | $3,467+63.9% | $4,653+22.1% | $3,952+43.8% |
| Admin fee / account holder | $354 | $5,469-93.5% | $6,752-94.8% | $6,260-94.3% |