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 | $4,007 |
Filed as: NYLIFE SECURITIES LLC Service code 99 · EIN 27-0145686 | Other Fees | $0 |
NYLINK INSURANCE AGENCY INC3 years Service code 99 · EIN 13-3929029 | Other Fees | $0 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $25,082 | $54,762-54.2% | $90,281-72.2% | $72,985-65.6% |
| Participation rate | 74.0% | 65.1%+8.8pp | 73.3%+0.7pp | 69.5%+4.5pp |
| Annual return | 17.68% | 30.63%-12.9pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,236 | $2,092-40.9% | $2,854-56.7% | $2,440-49.3% |
| Participant deferral / active EE | $1,737 | $2,887-39.8% | $3,885-55.3% | $3,607-51.8% |
| Admin fee / account holder | $28 | $3,972-99.3% | $5,351-99.5% | $5,124-99.4% |