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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,380 |
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.
Annual investment return 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 | $21,594 | $38,365-43.7% | $84,611-74.5% | $65,185-66.9% |
| Participation rate | 48.7% | 55.7%-6.9pp | 68.2%-19.5pp | 70.2%-21.5pp |
| Annual return | 18.24% | 32.00%-13.8pp | 258.74%-240.5pp | 29.38%-11.1pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $999 | $2,278-56.1% | $3,899-74.4% | $3,514-71.6% |
| Admin fee / account holder | $120 | $451-73.5% | $4,912-97.6% | $847-85.9% |