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 INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $5,748 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $941 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 71 · EIN 84-0467907 | Brokerage Fees | $0 |
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 | $153,796 | $102,553+50.0% | $151,611+1.4% | $66,914+129.8% |
| Participation rate | 88.3% | 85.5%+2.8pp | 87.5%+0.8pp | 69.8%+18.5pp |
| Annual return | -13.11% | -10.82%-2.3pp | 3.33%-16.4pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,817 | $4,180-56.5% | $6,166-70.5% | $2,544-28.6% |
| Participant deferral / active EE | $6,274 | $6,641-5.5% | $8,363-25.0% | $4,237+48.1% |
| Admin fee / account holder | $37 | $630-94.2% | $11,616-99.7% | $593-93.8% |