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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,512 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,620 | $78,419-27.8% | $133,956-57.7% | $73,409-22.9% |
| Participation rate | 74.0% | 78.6%-4.6pp | 79.8%-5.8pp | 72.2%+1.8pp |
| Annual return | 15.83% | 33.35%-17.5pp | 45.09%-29.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $2,561 | $2,044+25.3% | $3,919-34.7% | $2,234+14.6% |
| Participant deferral / active EE | $4,597 | $3,925+17.1% | $5,048-8.9% | $3,805+20.8% |
| Admin fee / account holder | $11 | $161-93.2% | $8,927-99.9% | $158-93.0% |