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: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $404,191 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $27,053 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISIAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-4161079 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $15,989 | $89,274-82.1% | $149,718-89.3% | $77,958-79.5% |
| Participation rate | 83.4% | 87.6%-4.2pp | 87.1%-3.7pp | 71.6%+11.8pp |
| Annual return | 12.68% | 20.36%-7.7pp | 1501.63%-1489.0pp | 20.87%-8.2pp |
| Employer contribution / active EE | $408 | $3,727-89.1% | $5,445-92.5% | $2,310-82.3% |
| Participant deferral / active EE | $2,110 | $5,382-60.8% | $6,569-67.9% | $3,537-40.3% |
| Admin fee / account holder | $32 | $240-86.5% | $11,283-99.7% | $97-66.8% |