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 INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $574 |
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 | $22,967 | $41,377-44.5% | $109,313-79.0% | $62,891-63.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.92% | 11.05%-4.1pp | 22.07%-15.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,578 | $1,276+102.0% | $3,892-33.8% | $2,281+13.0% |
| Participant deferral / active EE | $1,355 | $2,045-33.8% | $3,166-57.2% | $3,203-57.7% |
| Admin fee / account holder | $3 | $2,884-99.9% | $5,666-99.9% | $4,296-99.9% |