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 | $4,023 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $27 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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 | $117,105 | $72,492+61.5% | $87,100+34.4% | $72,985+60.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 17.16% | 24.46%-7.3pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $3,496 | $1,894+84.6% | $2,521+38.7% | $2,440+43.3% |
| Participant deferral / active EE | $8,334 | $3,270+154.9% | $4,049+105.8% | $3,607+131.0% |
| Admin fee / account holder | $381 | $5,055-92.5% | $7,497-94.9% | $5,124-92.6% |