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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.
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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 | $292 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,143 | $34,492+77.3% | $80,004-23.6% | $55,191+10.8% |
| Participation rate | 20.6% | 62.9%-42.3pp | 73.0%-52.5pp | 69.2%-48.6pp |
| Annual return | -3.22% | 3.50%-6.7pp | 7.63%-10.9pp | 10.78%-14.0pp |
| Employer contribution / active EE | $205 | $1,043-80.3% | $2,473-91.7% | $1,899-89.2% |
| Participant deferral / active EE | $1,047 | $2,104-50.3% | $3,204-67.3% | $3,046-65.6% |
| Admin fee / account holder | $4 | $69-93.7% | $5,033-99.9% | $91-95.2% |