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 | $84,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,116 | $58,879+146.5% | $178,490-18.7% | $73,488+97.5% |
| Participation rate | 67.5% | 66.2%+1.3pp | 81.9%-14.4pp | 70.7%-3.2pp |
| Annual return | 16.83% | 24.86%-8.0pp | 151.07%-134.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,542 | $2,236+13.7% | $5,011-49.3% | $2,270+12.0% |
| Participant deferral / active EE | $4,859 | $2,567+89.3% | $5,202-6.6% | $3,740+29.9% |
| Admin fee / account holder | $851 | $400+112.6% | $13,984-93.9% | $513+65.9% |