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 15 · EIN 04-1590850 | Recordkeeping | $1,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,696 | $50,666+88.9% | $76,817+24.6% | $65,185+46.8% |
| Participation rate | 50.3% | 68.8%-18.6pp | 72.1%-21.8pp | 70.2%-19.9pp |
| Annual return | 23.18% | 28.51%-5.3pp | 1166.11%-1142.9pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,714 | $1,575+8.9% | $2,302-25.5% | $2,177-21.2% |
| Participant deferral / active EE | $3,657 | $2,647+38.2% | $3,336+9.6% | $3,514+4.1% |
| Admin fee / account holder | $3 | $463-99.4% | $6,420-100.0% | $847-99.7% |