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 | $27,161 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1426834 | Directed Trustee | $325 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $98,671 | $66,310+48.8% | $93,606+5.4% | $65,185+51.4% |
| Participation rate | 94.1% | 74.0%+20.1pp | 75.8%+18.2pp | 70.2%+23.9pp |
| Annual return | 20.34% | 42.58%-22.2pp | 32.76%-12.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $4,449 | $2,012+121.1% | $2,718+63.7% | $2,177+104.4% |
| Participant deferral / active EE | $5,299 | $3,342+58.6% | $4,069+30.2% | $3,514+50.8% |
| Admin fee / account holder | $128 | $6,897-98.1% | $7,888-98.4% | $847-84.9% |