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 INS CO Service code 15 · EIN 04-1590850 1 GRIFFIN ROAD NORTH · WINDSOR, CT 06095 | Recordkeeping | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 99 · EIN 58-2365498 780 JOHNSON FERRY ROAD, SUITE 375 · ATLANTA, GA 30342 | Other 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,314 | $30,633-56.5% | $67,711-80.3% | $67,505-80.3% |
| Participation rate | 1.0% | 35.6%-34.6pp | 67.5%-66.5pp | 71.2%-70.2pp |
| Annual return | 5.28% | 9.81%-4.5pp | 25.41%-20.1pp | 6.52%-1.2pp |
| Employer contribution / active EE | $0 | $771-100.0% | $2,559-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $77 | $1,242-93.8% | $3,585-97.9% | $3,597-97.9% |
| Admin fee / account holder | $25 | $71-64.6% | $4,255-99.4% | $56-55.2% |