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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.
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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 99 · EIN 04-1590850 | Other Fees | $29,305 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,286 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,066 | $65,061-63.0% | $143,757-83.3% | $66,914-64.0% |
| Participation rate | 93.3% | 65.2%+28.1pp | 80.3%+13.0pp | 69.8%+23.5pp |
| Annual return | -18.36% | -11.14%-7.2pp | -0.04%-18.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,262 | $2,361-46.5% | $4,951-74.5% | $2,544-50.4% |
| Participant deferral / active EE | $3,879 | $2,919+32.9% | $5,637-31.2% | $4,237-8.4% |
| Admin fee / account holder | $19 | $502-96.2% | $14,673-99.9% | $593-96.8% |