Filed January 27, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,883 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,361 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $6,354 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,002-100.0% | $59,878-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.7%-74.7pp | 69.9%-69.9pp |
| Annual return | -3.11% | 1.13%-4.2pp | 3.46%-6.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,536 | $2,448-37.3% | $2,722-43.6% | $2,111-27.3% |
| Participant deferral / active EE | $4,919 | $3,121+57.6% | $3,402+44.6% | $3,350+46.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |