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 |
|---|---|---|
Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $63,843 |
PORTFOLIO EVALUATIONS, INC.3 years Service code 28 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Investment Management | $20,600 |
Service code 28 4208 SIX FORKS ROAD #1700 · RALEIGH, NC 27609 | Investment Management | $18,496 |
Service code 10 · EIN 83-0414789 | Accounting | $17,940 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $5,606 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $5,465 |
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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | 1.43% | 62.64%-61.2pp | -2.63%+4.1pp | 2.77%-1.3pp |
| Employer contribution / active EE | $8,073 | $9,627-16.1% | $29,884-73.0% | $15,262-47.1% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |