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 |
|---|---|---|
Service code 16 · EIN 65-0978008 | Consulting | $12,368 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $11,634 |
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,805 | $81,474-61.0% | $133,956-76.3% | $73,488-56.7% |
| Participation rate | 90.2% | 76.4%+13.8pp | 79.8%+10.3pp | 70.7%+19.5pp |
| Annual return | 15.12% | 19.40%-4.3pp | 45.09%-30.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,301 | $2,209-41.1% | $3,919-66.8% | $2,270-42.7% |
| Participant deferral / active EE | $575 | $3,786-84.8% | $5,048-88.6% | $3,740-84.6% |
| Admin fee / account holder | $204 | $713-71.4% | $8,927-97.7% | $513-60.3% |