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 | $2,421 |
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 | $32,832 | $42,546-22.8% | $71,796-54.3% | $55,167-40.5% |
| Participation rate | 85.5% | 59.1%+26.4pp | 69.1%+16.4pp | 69.0%+16.5pp |
| Annual return | 23.64% | 12.36%+11.3pp | 78.04%-54.4pp | 169.23%-145.6pp |
| Employer contribution / active EE | $200 | $803-75.1% | $1,924-89.6% | $1,963-89.8% |
| Participant deferral / active EE | $1,127 | $2,064-45.4% | $2,794-59.7% | $3,054-63.1% |
| Admin fee / account holder | $16 | $650-97.6% | $4,815-99.7% | $504-96.9% |