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: MASSACUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $98,656 |
Service code 27 · EIN 39-1468428 | Advisory (Plan) | $21,800 |
TG BENEFITS, INC.1 year Service code 13 · EIN 81-0831793 | Contract Administrator | $13,455 |
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 | $18,176 | $155,795-88.3% | $136,294-86.7% | $69,631-73.9% |
| Participation rate | 71.3% | 75.2%-3.9pp | 81.9%-10.6pp | 70.7%+0.6pp |
| Annual return | 29.13% | 232464.33%-232435.2pp | 5155.94%-5126.8pp | 27571.02%-27541.9pp |
| Employer contribution / active EE | $949 | $2,991-68.3% | $4,695-79.8% | $2,032-53.3% |
| Participant deferral / active EE | $3,485 | $5,394-35.4% | $6,247-44.2% | $3,224+8.1% |
| Admin fee / account holder | $147 | $128+14.9% | $9,243-98.4% | $110+33.5% |