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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $38,025 | $80,753-52.9% | $136,294-72.1% | $62,292-39.0% |
| Participation rate | 73.4% | 73.5%-0.2pp | 81.9%-8.5pp | 69.5%+3.9pp |
| Annual return | 19.55% | 35.83%-16.3pp | 5155.94%-5136.4pp | 28.90%-9.3pp |
| Employer contribution / active EE | $2,327 | $2,884-19.3% | $4,695-50.4% | $2,042+13.9% |
| Participant deferral / active EE | $6,207 | $5,164+20.2% | $6,247-0.6% | $3,169+95.8% |
| Admin fee / account holder | $31 | $525-94.1% | $9,243-99.7% | $479-93.6% |