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 9-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 COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $28,404 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,413 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLAN DESIGN, LTD Service code 13 90 MERRICK AVE · EAST MEADOW, NY 11554 | Contract Administrator | $3,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,241 | $81,908-63.1% | $90,749-66.7% | $64,808-53.3% |
| Participation rate | 87.7% | 80.5%+7.2pp | 75.7%+12.0pp | 71.5%+16.2pp |
| Annual return | -15.05% | -12.53%-2.5pp | -12.16%-2.9pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,577 | $3,065-15.9% | $2,921-11.8% | $2,506+2.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $6 | $157-96.4% | $8,445-99.9% | $188-97.0% |