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: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $7,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,124 | $46,173-60.7% | $170,442-89.4% | $69,631-74.0% |
| Participation rate | 39.7% | 63.9%-24.2pp | 83.6%-43.9pp | 70.7%-31.0pp |
| Annual return | 16.44% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $150 | $1,610-90.7% | $5,433-97.2% | $2,032-92.6% |
| Participant deferral / active EE | $987 | $2,080-52.6% | $4,939-80.0% | $3,224-69.4% |
| Admin fee / account holder | $72 | $116-37.5% | $13,880-99.5% | $110-34.4% |