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 | Indirect Investment Fees | $66,291 |
QBI, LLC5 years Service code 13 · EIN 26-2768667 | Contract Administrator | $6,474 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS INS SVCS Service code 53 · EIN 33-0232417 | Insurance Commissions | $0 |
TBS AGENCY INC1 year Service code 53 · EIN 52-1473914 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,689 | $39,948+4.4% | $89,391-53.4% | $73,409-43.2% |
| Participation rate | 47.6% | 50.4%-2.8pp | 68.0%-20.3pp | 72.2%-24.5pp |
| Annual return | 11.30% | 50.12%-38.8pp | 245.62%-234.3pp | 59.29%-48.0pp |
| Employer contribution / active EE | $1,116 | $1,200-7.0% | $2,586-56.9% | $2,234-50.1% |
| Participant deferral / active EE | $2,495 | $2,193+13.8% | $3,890-35.8% | $3,805-34.4% |
| Admin fee / account holder | $164 | $134+22.6% | $4,881-96.6% | $158+4.2% |