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: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,030 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORP Service code 53 · EIN 95-2834236 | Insurance Commissions | $10,423 |
HUNNEX AND SHOEMAKER, INC.5 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $3,461 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,473 | $61,156-53.4% | $185,823-84.7% | $79,386-64.1% |
| Participation rate | 70.5% | 66.6%+3.8pp | 81.7%-11.2pp | 70.7%-0.3pp |
| Annual return | 13.18% | 19.45%-6.3pp | 122.05%-108.9pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,032 | $2,321-55.5% | $5,167-80.0% | $2,427-57.5% |
| Participant deferral / active EE | $3,325 | $2,789+19.2% | $5,568-40.3% | $4,046-17.8% |
| Admin fee / account holder | $133 | $710-81.3% | $16,237-99.2% | $626-78.8% |