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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.4+ years Service code 13 · EIN 56-1129270 | Contract Administrator | $1,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
HENRY ROSSI & CO., LLP4+ years Filed as: HENRY J. STEINBERG Service code 53 340 S. PINE ST. · SPARTANBURG, SC 29302 | Insurance Commissions | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $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 | $39,949 | $58,512-31.7% | $84,015-52.5% | $72,985-45.3% |
| Participation rate | 80.7% | 61.2%+19.5pp | 69.0%+11.7pp | 69.5%+11.2pp |
| Annual return | 21.87% | 28.93%-7.1pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $228 | $1,163-80.4% | $1,983-88.5% | $2,440-90.7% |
| Participant deferral / active EE | $2,987 | $2,394+24.8% | $3,239-7.8% | $3,607-17.2% |
| Admin fee / account holder | $12 | $4,569-99.7% | $6,101-99.8% | $5,124-99.8% |