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 | $2,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,316 | $60,545+107.0% | $92,233+35.9% | $69,631+80.0% |
| Participation rate | 26.7% | 72.2%-45.4pp | 76.5%-49.7pp | 70.7%-43.9pp |
| Annual return | 18.18% | 19.71%-1.5pp | 176.28%-158.1pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $538 | $2,633-79.6% | $3,679-85.4% | $2,032-73.5% |
| Participant deferral / active EE | $1,310 | $2,828-53.7% | $3,897-66.4% | $3,224-59.4% |
| Admin fee / account holder | $25 | $145-82.5% | $5,194-99.5% | $110-77.0% |