Filed December 17, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $27,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,547 | $30,979-72.4% | $67,711-87.4% | $59,188-85.6% |
| Participation rate | 66.3% | 40.5%+25.8pp | 67.5%-1.2pp | 69.4%-3.1pp |
| Annual return | -1.13% | -1.74%+0.6pp | 25.41%-26.5pp | 5.51%-6.6pp |
| Employer contribution / active EE | $591 | $807-26.8% | $2,559-76.9% | $2,098-71.8% |
| Participant deferral / active EE | $761 | $1,603-52.5% | $3,585-78.8% | $3,265-76.7% |
| Admin fee / account holder | $15 | $81-81.8% | $4,255-99.7% | $92-84.0% |