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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,272 |
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 | $102,521 | $86,332+18.8% | $125,175-18.1% | $65,185+57.3% |
| Participation rate | 95.4% | 75.3%+20.0pp | 79.8%+15.6pp | 70.2%+25.2pp |
| Annual return | 24.47% | 27.43%-3.0pp | 43.79%-19.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,136 | $2,040+4.7% | $3,865-44.7% | $2,177-1.9% |
| Participant deferral / active EE | $5,017 | $3,537+41.8% | $4,937+1.6% | $3,514+42.8% |
| Admin fee / account holder | $49 | $609-91.9% | $9,702-99.5% | $847-94.2% |