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 5-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 64 · EIN 04-1590850 | Recordkeeping Fees | $179,938 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $98,534 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,876 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,286 | $46,292+62.6% | $143,757-47.6% | $64,808+16.2% |
| Participation rate | 92.4% | 64.2%+28.2pp | 80.3%+12.1pp | 71.5%+21.0pp |
| Annual return | -14.91% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,485 | $1,910+30.1% | $4,951-49.8% | $2,506-0.8% |
| Participant deferral / active EE | $5,103 | $2,646+92.9% | $5,637-9.5% | $4,310+18.4% |
| Admin fee / account holder | $545 | $154+254.1% | $14,673-96.3% | $188+190.0% |