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 | $21,593 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $18,208 |
Filed as: EDWARD D JONES & CO Service code 16 · EIN 43-0345811 | Consulting | $15,579 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 | Recordkeeping | $2,758 |
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 | $38,458 | $69,362-44.6% | $101,248-62.0% | $73,488-47.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 13.24% | 18.46%-5.2pp | 46.47%-33.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,468 | $2,628-6.1% | $3,660-32.6% | $2,270+8.7% |
| Participant deferral / active EE | $2,414 | $3,300-26.8% | $4,370-44.8% | $3,740-35.4% |
| Admin fee / account holder | $209 | $704-70.3% | $5,945-96.5% | $513-59.2% |