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 | $3,703 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,606 | $62,267-38.0% | $110,238-65.0% | $55,725-30.7% |
| Participation rate | 71.5% | 78.1%-6.6pp | 79.8%-8.3pp | 70.9%+0.7pp |
| Annual return | -4.71% | -1.07%-3.6pp | 314.74%-319.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,002 | $1,941+3.1% | $3,826-47.7% | $2,078-3.6% |
| Participant deferral / active EE | $3,782 | $3,516+7.6% | $4,672-19.1% | $3,356+12.7% |
| Admin fee / account holder | $8 | $121-93.5% | $8,547-99.9% | $115-93.1% |