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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.
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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 | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,002 | $62,928-69.8% | $172,739-89.0% | $67,579-71.9% |
| Participation rate | 27.7% | 64.5%-36.8pp | 82.6%-55.0pp | 71.3%-43.6pp |
| Annual return | 22.17% | 30.36%-8.2pp | 802.84%-780.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $132 | $1,636-91.9% | $5,143-97.4% | $2,148-93.9% |
| Participant deferral / active EE | $837 | $2,145-61.0% | $5,198-83.9% | $3,539-76.3% |
| Admin fee / account holder | $11 | $167-93.3% | $13,954-99.9% | $142-92.1% |