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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $13,734 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,567 |
CONTINENTAL BENEFITS GROUP, INC.1 year Filed as: CONTINENTAL BENEFITS GROUP INC Service code 15 · EIN 01-0724493 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,401 | $46,423-25.9% | $75,886-54.7% | $67,579-49.1% |
| Participation rate | 67.3% | 63.1%+4.2pp | 69.3%-2.0pp | 71.3%-4.0pp |
| Annual return | 40.45% | 32.29%+8.2pp | 30.76%+9.7pp | 378.56%-338.1pp |
| Employer contribution / active EE | $1,375 | $1,406-2.2% | $2,500-45.0% | $2,148-36.0% |
| Participant deferral / active EE | $2,887 | $2,564+12.6% | $3,603-19.9% | $3,539-18.4% |
| Admin fee / account holder | $154 | $132+17.1% | $5,418-97.2% | $142+8.5% |