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 | $1,255 |
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 | $8,780 | $46,360-81.1% | $147,614-94.1% | $52,331-83.2% |
| Participation rate | 74.2% | 64.9%+9.3pp | 84.6%-10.4pp | 68.1%+6.1pp |
| Annual return | -1.78% | 1.62%-3.4pp | 61.98%-63.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $148 | $2,126-93.0% | $5,564-97.3% | $1,882-92.1% |
| Participant deferral / active EE | $1,427 | $2,258-36.8% | $4,895-70.9% | $3,022-52.8% |
| Admin fee / account holder | $7 | $766-99.1% | $11,611-99.9% | $592-98.9% |