Filed February 6, 2026 (most recent of 4 filings on file)
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $45,651 |
GOLDLEAF PARTNERS1+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $2,052 |
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 | $42,679 | $68,408-37.6% | $57,179-25.4% | $57,658-26.0% |
| Participation rate | 93.0% | 79.1%+13.9pp | 75.3%+17.7pp | 70.2%+22.8pp |
| Annual return | 5.03% | 8.51%-3.5pp | 14.59%-9.6pp | 5.13%-0.1pp |
| Employer contribution / active EE | $1,221 | $2,869-57.4% | $2,682-54.5% | $1,974-38.1% |
| Participant deferral / active EE | $2,145 | $2,903-26.1% | $3,096-30.7% | $3,061-29.9% |
| Admin fee / account holder | $133 | $70+91.5% | $3,139-95.8% | $95+41.1% |