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: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $9,623 |
NICHOLAS PENSION CONSULTANTS1+ years Service code 64 · EIN 27-1186851 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,327 | $26,805+16.9% | $59,496-47.3% | $52,331-40.1% |
| Participation rate | 36.3% | 39.3%-3.0pp | 54.6%-18.3pp | 68.1%-31.8pp |
| Annual return | -2.46% | 2.61%-5.1pp | 182.05%-184.5pp | 4.54%-7.0pp |
| Employer contribution / active EE | $201 | $450-55.4% | $1,153-82.6% | $1,882-89.3% |
| Participant deferral / active EE | $989 | $916+7.9% | $1,829-46.0% | $3,022-67.3% |
| Admin fee / account holder | $189 | $305-38.0% | $2,232-91.5% | $592-68.0% |