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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $240,700 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS INC. Service code 28 · EIN 13-3451974 | Investment Management | $177,664 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $109,046 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $41,680 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $35,750 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 17 · EIN 74-2794194 | Pension Consulting | $22,500 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES Service code 17 · EIN 74-2794194 | Pension Consulting | $22,500 |
HELEN CLEVELAND PC2+ years Service code 29 · EIN 11-3672269 | Legal | $8,268 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.64% | 17.94%-13.3pp | 5.44%-0.8pp | 7.18%-2.5pp |
| Employer contribution / active EE | $7,566 | $12,263-38.3% | $25,481-70.3% | $13,095-42.2% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |