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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,151 | $32,425-37.9% | $74,583-73.0% | $55,167-63.5% |
| Participation rate | 18.9% | 54.0%-35.1pp | 68.1%-49.2pp | 69.0%-50.1pp |
| Annual return | 56.26% | 10.63%+45.6pp | 20.47%+35.8pp | 169.23%-113.0pp |
| Employer contribution / active EE | $453 | $1,043-56.6% | $2,525-82.1% | $1,963-76.9% |
| Participant deferral / active EE | $986 | $1,995-50.6% | $3,458-71.5% | $3,054-67.7% |
| Admin fee / account holder | $10 | $748-98.7% | $4,138-99.8% | $504-98.1% |