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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $2,090 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $1,538 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,374 | $38,365-46.9% | $84,611-75.9% | $65,185-68.7% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 19.08% | 32.00%-12.9pp | 258.74%-239.7pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,830 | $1,258+45.4% | $2,652-31.0% | $2,177-15.9% |
| Participant deferral / active EE | $2,291 | $2,278+0.5% | $3,899-41.2% | $3,514-34.8% |
| Admin fee / account holder | $20 | $451-95.6% | $4,912-99.6% | $847-97.7% |