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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 9-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 | $1,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,164 | $63,924-57.5% | $108,579-75.0% | $55,167-50.8% |
| Participation rate | 75.7% | 74.3%+1.4pp | 79.6%-3.8pp | 69.0%+6.7pp |
| Annual return | 6.83% | 15.31%-8.5pp | -51.70%+58.5pp | 169.23%-162.4pp |
| Employer contribution / active EE | $785 | $1,879-58.2% | $3,758-79.1% | $1,963-60.0% |
| Participant deferral / active EE | $581 | $3,067-81.1% | $4,311-86.5% | $3,054-81.0% |
| Admin fee / account holder | $11 | $618-98.2% | $7,645-99.9% | $504-97.8% |