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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $112,673 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,504 |
Filed as: KELLEY FINANCIAL SERVICES INC Service code 13 17110 MARCY STREET · OMAHA, NE 68118 | Contract Administrator | $14,433 |
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-0617162 | Contract Administrator | $4,203 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,372 |
DAVID ROMANO4 years Filed as: DAVID J MEANS Service code 53 100 S 5TH ST · MINNEAPOLIS, MN 55402 | Insurance Commissions | $0 |
Filed as: KELLEY FINANCIAL SERVICE INC Service code 13 · EIN 47-0800241 | Contract Administrator | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
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 | $41,216 | $81,908-49.7% | $90,749-54.6% | $64,808-36.4% |
| Participation rate | 85.5% | 80.5%+5.0pp | 75.7%+9.8pp | 71.5%+14.0pp |
| Annual return | -13.88% | -12.53%-1.4pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,271 | $3,065-58.5% | $2,921-56.5% | $2,506-49.3% |
| Participant deferral / active EE | $3,201 | $4,840-33.9% | $4,564-29.9% | $4,310-25.7% |
| Admin fee / account holder | $231 | $157+46.7% | $8,445-97.3% | $188+22.8% |