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 Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $56,200 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $52,997 |
FLORIDA HEALTH ADMINISTRATORS1 year Service code 14 · EIN 65-0790004 | Plan Administrator | $24,130 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 65-0292391 | Accounting | $15,001 |
VENABLE LAW FIRM1 year Service code 29 · EIN 59-1824867 | Legal | $9,249 |
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 | $161,852-100.0% | $92,233-100.0% | - |
| Participation rate | 0.0% | 64.7%-64.7pp | 76.5%-76.5pp | - |
| Annual return | 15.12% | 7.35%+7.8pp | 176.28%-161.2pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,679-100.0% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $0 | $7,254-100.0% | $5,194-100.0% | - |