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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,062 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,102 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $909 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,277 | $46,732+1.2% | $156,549-69.8% | $55,167-14.3% |
| Participation rate | 71.2% | 65.8%+5.4pp | 84.0%-12.8pp | 69.0%+2.2pp |
| Annual return | 8.48% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $705 | $2,105-66.5% | $5,501-87.2% | $1,963-64.1% |
| Participant deferral / active EE | $5,925 | $2,204+168.8% | $4,871+21.6% | $3,054+94.0% |
| Admin fee / account holder | $60 | $418-85.7% | $13,027-99.5% | $504-88.1% |