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 8-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 13 · EIN 04-1590850 | Contract Administrator | $4 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 4.42% | -1.21%+5.6pp | -0.41%+4.8pp | 0.19%+4.2pp |
| Employer contribution / active EE | $7,170 | $10,104-29.0% | $15,396-53.4% | $13,763-47.9% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |