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 |
|---|---|---|
DEFINITI LLC1 year Service code 17 · EIN 85-0833363 | Pension Consulting | $26,614 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $19,080 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $18,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,289 | $60,124+3.6% | $90,404-31.1% | $79,858-22.0% |
| Participation rate | 87.2% | 65.0%+22.2pp | 72.7%+14.5pp | 69.6%+17.6pp |
| Annual return | 19.05% | 71.94%-52.9pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,145 | $2,068+3.7% | $3,262-34.2% | $2,471-13.2% |
| Participant deferral / active EE | $6,793 | $2,938+131.2% | $3,963+71.4% | $3,740+81.6% |
| Admin fee / account holder | $381 | $3,976-90.4% | $5,611-93.2% | $5,306-92.8% |