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 INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, ME 011110001 | Indirect Investment Fees | $2,511 |
BENEFIT EQUITY, INC.6+ years Service code 13 · EIN 33-0384246 1971 E. 4TH STREET, SUITE 100 · SANTA ANA, CA 92705 | Contract Administrator | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INS SERVICES Service code 53 · EIN 51-0116113 1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NE 10004 | Insurance Commissions | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NE 10004 | Other Services | $0 |
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 | $148,072 | $70,908+108.8% | $98,907+49.7% | $73,488+101.5% |
| Participation rate | 85.8% | 73.8%+12.1pp | 76.0%+9.8pp | 70.7%+15.2pp |
| Annual return | 12.39% | 34.17%-21.8pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $806 | $2,036-60.4% | $2,689-70.0% | $2,270-64.5% |
| Participant deferral / active EE | $3,279 | $3,500-6.3% | $4,244-22.7% | $3,740-12.3% |
| Admin fee / account holder | $20 | $535-96.2% | $6,642-99.7% | $513-96.1% |