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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.
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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 27 | Advisory (Plan) | $0 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $6,044 | $75,284-92.0% | $91,001-93.4% | $69,631-91.3% |
| Participation rate | 11.5% | 80.4%-68.9pp | 75.6%-64.1pp | 70.7%-59.2pp |
| Annual return | 0.00% | 48.40%-48.4pp | 4.60%-4.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $350 | $3,700-90.5% | $3,547-90.1% | $3,224-89.1% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |