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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,506 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,471 | $57,976-59.5% | $62,995-62.7% | $62,292-62.3% |
| Participation rate | 47.6% | 75.9%-28.3pp | 74.8%-27.2pp | 69.5%-21.9pp |
| Annual return | 28.18% | 17.54%+10.6pp | 87.57%-59.4pp | 28.90%-0.7pp |
| Employer contribution / active EE | $720 | $2,415-70.2% | $2,759-73.9% | $2,042-64.7% |
| Participant deferral / active EE | $2,668 | $2,956-9.7% | $3,329-19.9% | $3,169-15.8% |
| Admin fee / account holder | $6 | $276-97.7% | $3,600-99.8% | $479-98.7% |