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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 | $11,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,278 | $53,925-55.0% | $75,670-67.9% | $69,631-65.1% |
| Participation rate | 30.4% | 71.2%-40.8pp | 72.3%-41.9pp | 70.7%-40.3pp |
| Annual return | 15.79% | 17.84%-2.0pp | 27.34%-11.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $501 | $1,802-72.2% | $2,352-78.7% | $2,032-75.3% |
| Participant deferral / active EE | $856 | $2,569-66.7% | $3,142-72.8% | $3,224-73.4% |
| Admin fee / account holder | $34 | $97-64.5% | $5,800-99.4% | $110-68.8% |