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 | $321 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,032 | $54,320-53.9% | $67,652-63.0% | $52,331-52.2% |
| Participation rate | 72.2% | 73.6%-1.4pp | 75.7%-3.4pp | 68.1%+4.1pp |
| Annual return | -1.24% | 6.81%-8.1pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,295 | $1,544-16.1% | $2,266-42.9% | $1,882-31.2% |
| Participant deferral / active EE | $3,037 | $2,950+2.9% | $3,560-14.7% | $3,022+0.5% |
| Admin fee / account holder | $3 | $527-99.4% | $4,821-99.9% | $592-99.5% |