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 |
|---|---|---|
MAY & COMPANY LLP3+ years Filed as: MAY & CO Service code 50 · EIN 64-0900153 | Direct Payment | $8,500 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,622 |
Service code 49 · EIN 36-3429599 | Other Services | $23 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
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 | $79,261 | $57,354+38.2% | $83,848-5.5% | $64,186+23.5% |
| Participation rate | 84.5% | 68.6%+15.9pp | 76.1%+8.4pp | 69.6%+14.9pp |
| Annual return | -5.24% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,652 | $2,545-35.1% | $3,631-54.5% | $2,381-30.6% |
| Participant deferral / active EE | $3,241 | $2,993+8.3% | $4,082-20.6% | $3,470-6.6% |
| Admin fee / account holder | $121 | $4,046-97.0% | $5,478-97.8% | $4,888-97.5% |