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 | $48,290 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $26,411 |
Service code 28 · EIN 61-1732920 | Investment Management | $0 |
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 | $17,740 | $55,636-68.1% | $81,983-78.4% | $73,488-75.9% |
| Participation rate | 94.7% | 62.3%+32.4pp | 69.2%+25.5pp | 70.7%+24.0pp |
| Annual return | 11.89% | 19.07%-7.2pp | 41.31%-29.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,594 | $1,625+59.7% | $2,498+3.9% | $2,270+14.3% |
| Participant deferral / active EE | $3,049 | $2,762+10.4% | $3,722-18.1% | $3,740-18.5% |
| Admin fee / account holder | $219 | $493-55.5% | $5,664-96.1% | $513-57.3% |