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 | $6,187 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,914 | $59,186-71.4% | $76,768-78.0% | $56,287-70.0% |
| Participation rate | 91.9% | 75.2%+16.6pp | 77.0%+14.9pp | 69.9%+22.0pp |
| Annual return | -5.83% | 6.62%-12.4pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,578 | $1,759-10.3% | $2,485-36.5% | $2,111-25.2% |
| Participant deferral / active EE | $1,920 | $3,255-41.0% | $3,852-50.1% | $3,350-42.7% |
| Admin fee / account holder | $40 | $489-91.8% | $6,675-99.4% | $521-92.3% |