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 | Recordkeeping | $62,899 |
Service code 12 · EIN 94-2646743 4966 EL CAMINO REAL STE 213 · LOS ALOTS, CA 94022 | Participant loan processing; Direct p... | $26,549 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,117 | $65,592-35.8% | $90,160-53.3% | $69,631-39.5% |
| Participation rate | 77.6% | 77.6%0pp | 76.9%+0.7pp | 70.7%+6.9pp |
| Annual return | 47.01% | 57.10%-10.1pp | 34.88%+12.1pp | 27571.02%-27524.0pp |
| Employer contribution / active EE | $5,253 | $2,193+139.5% | $3,318+58.3% | $2,032+158.5% |
| Participant deferral / active EE | $8,934 | $5,257+69.9% | $5,288+69.0% | $3,224+177.1% |
| Admin fee / account holder | $38 | $86-55.6% | $5,943-99.4% | $110-65.6% |