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 10-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 15 · EIN 04-1590850 | Recordkeeping | $34,418 |
Filed as: REGAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 22-3844414 | Advisory (Plan) | $15,047 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,021 | $136,307-69.9% | $177,821-76.9% | $73,488-44.2% |
| Participation rate | 82.8% | 86.1%-3.3pp | 87.7%-5.0pp | 70.7%+12.1pp |
| Annual return | 17.51% | 18.68%-1.2pp | 48.32%-30.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,060 | $5,829+4.0% | $7,714-21.4% | $3,740+62.1% |
| Admin fee / account holder | $221 | $596-63.0% | $12,427-98.2% | $513-57.0% |