Filed February 6, 2018
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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.
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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 | $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 | $157,447 | $67,606+132.9% | $82,313+91.3% | $70,131+124.5% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.5pp |
| Annual return | 14.28% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $600 | $1,755-65.8% | $2,428-75.3% | $2,342-74.4% |
| Participant deferral / active EE | $3,997 | $2,987+33.8% | $3,706+7.9% | $3,332+20.0% |
| Admin fee / account holder | $2 | $4,512-99.9% | $5,608-100.0% | $4,645-100.0% |