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 50 · EIN 95-0858589 | Direct Payment | $6,300 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,863 | $33,067-49.0% | $76,523-78.0% | $56,287-70.0% |
| Participation rate | 47.9% | 55.4%-7.5pp | 68.0%-20.1pp | 69.9%-21.9pp |
| Annual return | -3.64% | 2.72%-6.4pp | -0.27%-3.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $744 | $2,240-66.8% | $3,835-80.6% | $3,350-77.8% |
| Admin fee / account holder | $132 | $537-75.3% | $4,848-97.3% | $521-74.6% |