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: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $7,709 |
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 | $50,116 | $56,897-11.9% | $84,750-40.9% | $62,891-20.3% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 7.74% | 6.30%+1.4pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,218 | $2,400+200.8% | $3,574+101.9% | $2,281+216.4% |
| Participant deferral / active EE | $1,289 | $2,709-52.4% | $3,712-65.3% | $3,203-59.8% |
| Admin fee / account holder | $69 | $3,581-98.1% | $5,332-98.7% | $4,296-98.4% |