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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,109 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 | Other Services | $22 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTNMENT MANGE Service code 49 · EIN 36-3429599 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,731 | $62,586+80.1% | $76,768+46.8% | $64,186+75.6% |
| Participation rate | 87.6% | 72.8%+14.8pp | 77.0%+10.7pp | 69.6%+18.1pp |
| Annual return | -3.16% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,475 | $1,832-19.5% | $2,485-40.6% | $2,381-38.0% |
| Participant deferral / active EE | $6,348 | $3,145+101.9% | $3,852+64.8% | $3,470+83.0% |
| Admin fee / account holder | $431 | $4,667-90.8% | $6,675-93.5% | $4,888-91.2% |