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 | $8,642 |
OTHER1 year Service code 72 · EIN 99-9999991 | Other investment fees and expenses | $525 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 15 · EIN 91-1072394 701 5TH AVENUE 6701 · SEATTLE, WA 98104 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,765 | $35,986-47.9% | $77,482-75.8% | $73,488-74.5% |
| Participation rate | 71.3% | 40.8%+30.4pp | 54.2%+17.1pp | 70.7%+0.6pp |
| Annual return | 170.32% | 19.26%+151.1pp | 54.79%+115.5pp | 28.51%+141.8pp |
| Employer contribution / active EE | $188 | $557-66.3% | $986-81.0% | $2,270-91.7% |
| Participant deferral / active EE | $1,037 | $1,198-13.4% | $1,861-44.3% | $3,740-72.3% |
| Admin fee / account holder | $50 | $466-89.2% | $2,858-98.2% | $513-90.2% |