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 | $37,825 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,001 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $756 |
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 | $27,775 | $37,196-25.3% | $154,107-82.0% | $55,725-50.2% |
| Participation rate | 82.2% | 64.1%+18.1pp | 83.0%-0.8pp | 70.9%+11.3pp |
| Annual return | -3.03% | 1319.68%-1322.7pp | 735.12%-738.1pp | 244.93%-248.0pp |
| Employer contribution / active EE | $466 | $1,614-71.1% | $5,298-91.2% | $2,078-77.6% |
| Participant deferral / active EE | $4,010 | $2,068+93.9% | $5,081-21.1% | $3,356+19.5% |
| Admin fee / account holder | $38 | $102-62.3% | $13,411-99.7% | $115-66.8% |