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 4-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 52 · EIN 04-1590850 | Indirect Investment Fees | $21,088 |
BKD, LLP2 years Service code 50 · EIN 44-0160260 | Direct Payment | $10,764 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $7,508 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING - FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $1,918 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 50 · EIN 51-0120742 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,759 | $63,346-37.2% | $92,233-56.9% | $70,131-43.3% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.0pp |
| Annual return | 12.48% | 530.12%-517.6pp | 176.28%-163.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $9,098 | $2,471+268.2% | $3,679+147.3% | $2,342+288.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $347 | $3,840-91.0% | $5,194-93.3% | $4,645-92.5% |