Filed February 6, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,951 | $60,349+138.5% | $74,183+94.0% | $62,891+128.9% |
| Participation rate | 86.2% | 72.7%+13.4pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 12.64% | 21.37%-8.7pp | 17.74%-5.1pp | 20.14%-7.5pp |
| Employer contribution / active EE | $611 | $1,680-63.6% | $2,370-74.2% | $2,281-73.2% |
| Participant deferral / active EE | $3,794 | $2,856+32.8% | $3,550+6.9% | $3,203+18.4% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |