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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $257,394 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 54-0759756 | Contract Administrator | $119,240 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $60,000 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $23,052 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $13,500 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 | Accounting | $10,537 |
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 | $30,837 | $88,770-65.3% | $109,143-71.7% | $93,030-66.9% |
| Participation rate | 88.8% | 81.5%+7.3pp | 75.9%+12.9pp | 73.9%+14.9pp |
| Annual return | 12.27% | 60.64%-48.4pp | 25.75%-13.5pp | 158.70%-146.4pp |
| Employer contribution / active EE | $3,954 | $3,780+4.6% | $3,722+6.2% | $2,706+46.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $128 | $172-25.6% | $6,752-98.1% | $152-15.5% |