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 | $13,398 |
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $3,369 |
C E S INS AGENCY INC1 year Service code 53 · EIN 04-2865307 | Insurance Commissions | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS, LL Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | 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 | $44,280 | $77,634-43.0% | $156,549-71.7% | $62,891-29.6% |
| Participation rate | 93.4% | 71.2%+22.2pp | 84.0%+9.4pp | 69.3%+24.1pp |
| Annual return | 8.46% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,015 | $3,444-70.5% | $5,501-81.6% | $2,281-55.5% |
| Participant deferral / active EE | $3,864 | $3,045+26.9% | $4,871-20.7% | $3,203+20.6% |
| Admin fee / account holder | $133 | $5,561-97.6% | $13,027-99.0% | $4,296-96.9% |