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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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,067 |
ERISA SERVICES, INC.3+ years Service code 13 · EIN 62-1200951 | Contract Administrator | $1,038 |
AMERICAN CENTURY3+ years Service code 52 · EIN 46-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
CLIENT ONE SECURITIES LLC3+ years Service code 53 · EIN 27-1408998 | Insurance Commissions | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO3+ years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3+ years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3+ years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PIMCO FUNDS3+ years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,440 | $73,638-51.9% | $95,952-63.1% | $73,488-51.8% |
| Participation rate | 21.8% | 76.2%-54.4pp | 77.1%-55.3pp | 70.7%-48.9pp |
| Annual return | 13.78% | 16.78%-3.0pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $581 | $1,863-68.8% | $2,541-77.1% | $2,270-74.4% |
| Participant deferral / active EE | $1,012 | $3,617-72.0% | $4,167-75.7% | $3,740-72.9% |
| Admin fee / account holder | $205 | $482-57.4% | $6,795-97.0% | $513-60.0% |