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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: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $18 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,060 | $58,726-38.6% | $92,233-60.9% | $62,292-42.1% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.5%+22.0pp | 69.5%+29.0pp |
| Annual return | 10.37% | 43.62%-33.2pp | 176.28%-165.9pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,716 | $2,392-28.3% | $3,679-53.4% | $2,042-16.0% |
| Participant deferral / active EE | $2,578 | $2,766-6.8% | $3,897-33.8% | $3,169-18.7% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |