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 |
|---|---|---|
FIRST CLEARING LLC4+ years Service code 55 · EIN 25-2384840 | Other Commissions | $31,938 |
STEWARD INGRAM & COOPER PLLC4+ years Service code 10 · EIN 56-2195159 | Accounting | $14,000 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,650 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $158,119 | $77,813+103.2% | $123,544+28.0% | $64,186+146.3% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -5.18% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,076 | $3,014+2.1% | $4,628-33.5% | $2,381+29.2% |
| Participant deferral / active EE | $5,859 | $5,240+11.8% | $6,426-8.8% | $3,470+68.9% |
| Admin fee / account holder | $140 | $5,519-97.5% | $9,284-98.5% | $4,888-97.1% |