Filed June 2, 2022 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 · EIN 04-1590850 | Participant Communication | $94,451 |
MERCER1 year Filed as: MERECER Service code 38 · EIN 13-2834414 | Participant Communication | $32,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,616 | $79,124+19.6% | $60,874+55.4% | $64,808+46.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -16.21% | -7.13%-9.1pp | 16.90%-33.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $5,492 | $3,050+80.1% | $2,701+103.3% | $2,506+119.2% |
| Participant deferral / active EE | $9,159 | $3,725+145.9% | $3,817+140.0% | $4,310+112.5% |
| Admin fee / account holder | $261 | $106+146.7% | $3,224-91.9% | $188+38.8% |