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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,393 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,108 | $81,537-68.0% | $149,718-82.6% | $69,631-62.5% |
| Participation rate | 85.2% | 86.1%-0.9pp | 87.1%-1.8pp | 70.7%+14.5pp |
| Annual return | 21.33% | 22.79%-1.5pp | 1501.63%-1480.3pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $1,103 | $3,239-65.9% | $5,445-79.7% | $2,032-45.7% |
| Participant deferral / active EE | $4,190 | $4,994-16.1% | $6,569-36.2% | $3,224+30.0% |
| Admin fee / account holder | $11 | $107-89.6% | $11,283-99.9% | $110-89.9% |