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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $12,657 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADMINIISTRATORS INC Service code 10 332 E SPRINGBROOK DRIVE SUITE 400 · JOHNSON CITY, TN 37601 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,034 | $73,404-65.9% | $87,100-71.3% | $67,579-63.0% |
| Participation rate | 51.8% | 80.9%-29.1pp | 76.9%-25.1pp | 71.3%-19.5pp |
| Annual return | 25.41% | 48.29%-22.9pp | 28.19%-2.8pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,064 | $2,014-47.2% | $2,521-57.8% | $2,148-50.4% |
| Participant deferral / active EE | $3,081 | $3,913-21.3% | $4,049-23.9% | $3,539-13.0% |
| Admin fee / account holder | $60 | $142-57.8% | $7,497-99.2% | $142-58.0% |