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 | $28,668 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $7,115 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $882 |
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 | $38,777 | $55,453-30.1% | $170,442-77.2% | $62,292-37.7% |
| Participation rate | 76.0% | 66.4%+9.6pp | 83.6%-7.6pp | 69.5%+6.5pp |
| Annual return | 12.75% | 21.38%-8.6pp | 205.93%-193.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $492 | $2,164-77.3% | $5,433-90.9% | $2,042-75.9% |
| Participant deferral / active EE | $4,468 | $2,303+94.0% | $4,939-9.6% | $3,169+41.0% |
| Admin fee / account holder | $54 | $455-88.1% | $13,880-99.6% | $479-88.7% |