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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $770 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $106,870 | $56,629+88.7% | $77,999+37.0% | $55,167+93.7% |
| Participation rate | 86.6% | 73.3%+13.3pp | 75.5%+11.1pp | 69.0%+17.6pp |
| Annual return | 9.04% | 2866.98%-2857.9pp | 425.96%-416.9pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,067 | $1,723+78.0% | $2,470+24.2% | $1,963+56.3% |
| Participant deferral / active EE | $2,180 | $2,777-21.5% | $3,497-37.7% | $3,054-28.6% |
| Admin fee / account holder | $7 | $467-98.5% | $5,480-99.9% | $504-98.6% |