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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.
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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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,892 |
BATES & COMPANY, INC.3 years Filed as: BATES AND COMPANY, INC. Service code 13 1201 S ORLANDO AVE #202 · WINTER PARK, FL 32789 | Contract Administrator | $10,175 |
BATES & COMPANY, INC.2 years Filed as: BATES & CO., INC. Service code 13 | Contract Administrator | $5,594 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BATES & COMPANY, INC.1 year Filed as: BATES & COMPANY 2021 Service code 13 · EIN 59-3465757 1201 S ORLANDO AVENUE · WINTER PARK, FL 32789 | Contract Administrator | $0 |
BLACKROCK2 years Filed as: BLACK ROCK Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUBMIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,100 | $59,263-8.7% | $96,562-44.0% | $79,386-31.9% |
| Participation rate | 51.4% | 61.9%-10.5pp | 69.8%-18.4pp | 70.7%-19.3pp |
| Annual return | 10.62% | 27.07%-16.5pp | 37.78%-27.2pp | 116.85%-106.2pp |
| Employer contribution / active EE | $876 | $1,216-28.0% | $2,356-62.8% | $2,427-63.9% |
| Participant deferral / active EE | $2,568 | $2,948-12.9% | $3,849-33.3% | $4,046-36.5% |
| Admin fee / account holder | $186 | $658-71.7% | $6,181-97.0% | $626-70.3% |