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 |
|---|---|---|
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $13,340 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,400 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
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.
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 | $24,257 | $68,413-64.5% | $123,104-80.3% | $55,191-56.0% |
| Participation rate | 87.3% | 84.5%+2.8pp | 86.8%+0.5pp | 69.2%+18.1pp |
| Annual return | 15.46% | 6.30%+9.2pp | 13.22%+2.2pp | 10.78%+4.7pp |
| Employer contribution / active EE | $1,558 | $3,050-48.9% | $5,151-69.8% | $1,899-18.0% |
| Participant deferral / active EE | $2,331 | $4,490-48.1% | $6,230-62.6% | $3,046-23.5% |
| Admin fee / account holder | $22 | $88-74.5% | $9,015-99.8% | $91-75.4% |