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 52 · EIN 04-1590850 | Indirect Investment Fees | $17,116 |
FOLEY BENEFITS GROUP7+ years Service code 13 · EIN 31-1634880 | Contract Administrator | $2,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,970 | $60,776+11.8% | $85,682-20.7% | $79,386-14.4% |
| Participation rate | 62.9% | 62.1%+0.8pp | 69.9%-7.0pp | 70.7%-7.8pp |
| Annual return | 12.78% | 16.57%-3.8pp | 21.49%-8.7pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,330 | $1,663-20.0% | $2,618-49.2% | $2,427-45.2% |
| Participant deferral / active EE | $2,204 | $2,919-24.5% | $3,923-43.8% | $4,046-45.5% |
| Admin fee / account holder | $0 | $438-100.0% | $6,873-100.0% | $626-100.0% |