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, CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $536 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,832 | $40,256-20.9% | $57,343-44.5% | $59,632-46.6% |
| Participation rate | 98.3% | 69.2%+29.2pp | 75.1%+23.2pp | 68.7%+29.7pp |
| Annual return | -0.06% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,317 | $1,922-31.5% | $2,689-51.0% | $2,203-40.2% |
| Participant deferral / active EE | $2,463 | $2,399+2.7% | $3,162-22.1% | $3,192-22.8% |
| Admin fee / account holder | $6 | $2,818-99.8% | $3,356-99.8% | $4,297-99.9% |