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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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,913 |
NICHOLAS PENSION CONSULTANTS6 years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE, SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,824 | $104,317-62.8% | $159,436-75.6% | $86,799-55.3% |
| Participation rate | 86.2% | 77.7%+8.5pp | 82.8%+3.3pp | 72.3%+13.9pp |
| Annual return | 14.96% | 26.32%-11.4pp | 263.57%-248.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $465 | $3,451-86.5% | $4,829-90.4% | $2,405-80.7% |
| Participant deferral / active EE | $3,215 | $6,837-53.0% | $7,352-56.3% | $4,131-22.2% |
| Admin fee / account holder | $107 | $172-37.8% | $10,799-99.0% | $170-36.8% |