Filed October 18, 2018 (most recent of 2 filings on file)
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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $21,604 |
Filed as: MESIROW FINANCIAL INV. MGMT., INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $56,161 | $37,117+51.3% | $147,614-62.0% | $55,191+1.8% |
| Participation rate | 76.2% | 63.6%+12.6pp | 84.6%-8.4pp | 69.2%+7.0pp |
| Annual return | 0.48% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,809 | $1,620+11.6% | $5,564-67.5% | $1,899-4.7% |
| Participant deferral / active EE | $2,118 | $1,985+6.7% | $4,895-56.7% | $3,046-30.5% |
| Admin fee / account holder | $78 | $86-9.2% | $11,611-99.3% | $91-14.4% |