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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $71,184 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $281 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL RETIREMENT Service code 15 · EIN 26-1589907 | Recordkeeping | $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 | $149,052 | $80,753+84.6% | $136,294+9.4% | $62,292+139.3% |
| Participation rate | 87.8% | 73.5%+14.3pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 29.76% | 35.83%-6.1pp | 5155.94%-5126.2pp | 28.90%+0.9pp |
| Employer contribution / active EE | $2,226 | $2,884-22.8% | $4,695-52.6% | $2,042+9.0% |
| Participant deferral / active EE | $6,441 | $5,164+24.7% | $6,247+3.1% | $3,169+103.2% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |