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 | $4,054 |
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 | $33,793 | $38,365-11.9% | $84,611-60.1% | $65,185-48.2% |
| Participation rate | 87.6% | 55.7%+31.9pp | 68.2%+19.4pp | 70.2%+17.4pp |
| Annual return | 19.28% | 32.00%-12.7pp | 258.74%-239.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $727 | $1,258-42.2% | $2,652-72.6% | $2,177-66.6% |
| Participant deferral / active EE | $1,963 | $2,278-13.8% | $3,899-49.6% | $3,514-44.1% |
| Admin fee / account holder | $21 | $451-95.4% | $4,912-99.6% | $847-97.5% |