See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,574 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,533 | $89,355-15.5% | $141,162-46.5% | $72,985+3.5% |
| Participation rate | 86.5% | 75.1%+11.3pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 16.03% | 111.85%-95.8pp | 71.39%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,423 | $5,418-18.4% | $6,709-34.1% | $3,607+22.6% |
| Admin fee / account holder | $467 | $5,958-92.2% | $10,261-95.4% | $5,124-90.9% |