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 PO BOX 1583 · HARTFORD, CT 06144 | Recordkeeping | $249 |
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 | $22,055 | $42,772-48.4% | $87,507-74.8% | $55,167-60.0% |
| Participation rate | 87.6% | 66.5%+21.1pp | 73.8%+13.7pp | 69.0%+18.6pp |
| Annual return | 14.55% | 21.20%-6.7pp | 12.21%+2.3pp | 169.23%-154.7pp |
| Employer contribution / active EE | $3,729 | $1,277+192.1% | $2,550+46.3% | $1,963+90.0% |
| Participant deferral / active EE | $5,281 | $2,342+125.4% | $3,149+67.7% | $3,054+72.9% |
| Admin fee / account holder | -$3 | $461-100.7% | $4,221-100.1% | $504-100.6% |