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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $30,375 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,831 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 13 · EIN 11-3665754 | Contract Administrator | $9,798 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,523 |
TBS AGENCY INC3 years Service code 53 · EIN 52-1473914 | Insurance Commissions | $53 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,277 | $34,677+30.6% | $77,024-41.2% | $64,808-30.1% |
| Participation rate | 48.4% | 49.8%-1.4pp | 67.9%-19.5pp | 71.5%-23.1pp |
| Annual return | -14.18% | -5.33%-8.9pp | 42.32%-56.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,772 | $1,370+29.4% | $2,812-37.0% | $2,506-29.3% |
| Participant deferral / active EE | $2,824 | $2,556+10.5% | $4,426-36.2% | $4,310-34.5% |
| Admin fee / account holder | $110 | $179-38.5% | $5,425-98.0% | $188-41.5% |