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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 |
|---|---|---|
Service code 15 · EIN 72-0699889 | Recordkeeping | $7,002 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,728 | $46,297+48.5% | $71,671-4.1% | $62,292+10.3% |
| Participation rate | 52.9% | 60.6%-7.7pp | 68.7%-15.8pp | 69.5%-16.6pp |
| Annual return | 22.88% | 22.32%+0.6pp | 20.65%+2.2pp | 28.90%-6.0pp |
| Employer contribution / active EE | $111 | $1,412-92.2% | $2,460-95.5% | $2,042-94.6% |
| Participant deferral / active EE | $2,490 | $2,235+11.4% | $3,438-27.6% | $3,169-21.4% |
| Admin fee / account holder | $56 | $461-87.9% | $5,558-99.0% | $479-88.3% |