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 | $66,647 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $85,199 | $136,307-37.5% | $177,821-52.1% | $73,488+15.9% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.7%+0.8pp | 70.7%+17.9pp |
| Annual return | 18.32% | 18.68%-0.4pp | 48.32%-30.0pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,567 | $3,712-57.8% | $5,918-73.5% | $2,270-31.0% |
| Participant deferral / active EE | $4,074 | $5,829-30.1% | $7,714-47.2% | $3,740+8.9% |
| Admin fee / account holder | $292 | $596-51.0% | $12,427-97.7% | $513-43.2% |