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 | $7,738 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,970 | $65,376-69.5% | $87,100-77.1% | $65,185-69.4% |
| Participation rate | 89.6% | 75.3%+14.3pp | 76.9%+12.7pp | 70.2%+19.4pp |
| Annual return | 23.69% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,648 | $1,822-9.6% | $2,521-34.6% | $2,177-24.3% |
| Participant deferral / active EE | $2,118 | $3,388-37.5% | $4,049-47.7% | $3,514-39.7% |
| Admin fee / account holder | $46 | $520-91.2% | $7,497-99.4% | $847-94.6% |