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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 101 S. MAIN STREET, 301 · DECATUR, IL 62523 | Recordkeeping | $23,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,287 | $56,629+41.8% | $77,999+2.9% | $55,167+45.5% |
| Participation rate | 72.6% | 73.3%-0.7pp | 75.5%-2.9pp | 69.0%+3.6pp |
| Annual return | 6.56% | 2866.98%-2860.4pp | 425.96%-419.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $469 | $1,723-72.8% | $2,470-81.0% | $1,963-76.1% |
| Participant deferral / active EE | $1,612 | $2,777-41.9% | $3,497-53.9% | $3,054-47.2% |
| Admin fee / account holder | $214 | $467-54.1% | $5,480-96.1% | $504-57.5% |