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 RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,105 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $83,842 | $61,214+37.0% | $83,333+0.6% | $56,287+49.0% |
| Participation rate | 92.6% | 72.6%+20.0pp | 77.8%+14.8pp | 69.9%+22.7pp |
| Annual return | -5.28% | 0.42%-5.7pp | 10.63%-15.9pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,616 | $1,925-16.1% | $3,379-52.2% | $2,111-23.5% |
| Participant deferral / active EE | $6,487 | $5,091+27.4% | $5,565+16.6% | $3,350+93.7% |
| Admin fee / account holder | $20 | $512-96.0% | $7,510-99.7% | $521-96.1% |