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 | $2,448 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,062 | $49,138-63.2% | $84,015-78.5% | $65,185-72.3% |
| Participation rate | 85.9% | 60.7%+25.1pp | 69.0%+16.9pp | 70.2%+15.7pp |
| Annual return | 24.31% | 23.00%+1.3pp | 71.31%-47.0pp | 29.38%-5.1pp |
| Employer contribution / active EE | $606 | $914-33.7% | $1,983-69.5% | $2,177-72.2% |
| Participant deferral / active EE | $3,635 | $2,397+51.7% | $3,239+12.3% | $3,514+3.5% |
| Admin fee / account holder | $15 | $543-97.3% | $6,101-99.8% | $847-98.2% |