Filed December 17, 2025 (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 15 · EIN 04-1590850 | Recordkeeping | $161,453 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | Insurance Broker | $59,556 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY5 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 14 · EIN 58-2365498 | Plan Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,793 | $46,219-68.0% | $89,391-83.5% | $90,288-83.6% |
| Participation rate | 79.9% | 44.9%+35.1pp | 68.0%+12.0pp | 73.4%+6.6pp |
| Annual return | 8.59% | 25.71%-17.1pp | 245.62%-237.0pp | 53.97%-45.4pp |
| Employer contribution / active EE | $1,054 | $953+10.6% | $2,586-59.2% | $2,524-58.2% |
| Participant deferral / active EE | $1,677 | $2,136-21.5% | $3,890-56.9% | $4,232-60.4% |
| Admin fee / account holder | $216 | $147+47.4% | $4,881-95.6% | $114+89.8% |