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 Service code 15 · EIN 04-1590850 | Recordkeeping | $12,982 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,631 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,867 | $73,102-60.5% | $123,544-76.6% | $56,287-48.7% |
| Participation rate | 63.4% | 74.3%-10.9pp | 82.3%-18.9pp | 69.9%-6.4pp |
| Annual return | -3.02% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $677 | $2,977-77.3% | $4,628-85.4% | $2,111-67.9% |
| Participant deferral / active EE | $2,843 | $5,423-47.6% | $6,426-55.8% | $3,350-15.1% |
| Admin fee / account holder | $100 | $554-82.0% | $9,284-98.9% | $521-80.8% |