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 9-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,926 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $4,115 |
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).
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 | $5,769 | $56,972-89.9% | $182,532-96.8% | $65,185-91.2% |
| Participation rate | 74.7% | 66.5%+8.2pp | 78.0%-3.2pp | 70.2%+4.5pp |
| Annual return | 22.72% | 27.67%-5.0pp | 148.54%-125.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $931 | $1,615-42.3% | $4,076-77.2% | $2,177-57.2% |
| Participant deferral / active EE | $1,185 | $3,526-66.4% | $5,524-78.5% | $3,514-66.3% |
| Admin fee / account holder | $48 | $528-90.9% | $8,592-99.4% | $847-94.4% |