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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 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 | $20,490 |
Employer 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.
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 | $23,219 | $121,098-80.8% | $125,175-81.5% | - |
| Participation rate | 76.8% | 74.4%+2.4pp | 79.8%-3.0pp | - |
| Annual return | 18.25% | 15.50%+2.8pp | 43.79%-25.5pp | - |
| Employer contribution / active EE | $0 | $1,930-100.0% | $3,865-100.0% | - |
| Participant deferral / active EE | $3,274 | $3,481-6.0% | $4,937-33.7% | - |
| Admin fee / account holder | $145 | $16,883-99.1% | $9,702-98.5% | - |