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 99 · EIN 04-1590850 | Other Fees | $34,195 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,236 |
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 | $53,467 | $55,415-3.5% | $155,509-65.6% | $74,495-28.2% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.4pp | 67.2%+27.4pp |
| Annual return | 14.96% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,565 | $2,267-31.0% | $4,672-66.5% | $2,623-40.3% |
| Participant deferral / active EE | $4,301 | $2,836+51.7% | $5,626-23.6% | $4,346-1.0% |
| Admin fee / account holder | $30 | $1,738-98.3% | $15,912-99.8% | $1,942-98.5% |