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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.
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 | $1,879 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,959 | $75,183-17.6% | $123,892-50.0% | $55,167+12.3% |
| Participation rate | 75.2% | 72.8%+2.4pp | 81.4%-6.2pp | 69.0%+6.2pp |
| Annual return | 0.25% | 19.01%-18.8pp | 47.52%-47.3pp | 169.23%-169.0pp |
| Employer contribution / active EE | $1,679 | $2,823-40.5% | $4,617-63.6% | $1,963-14.4% |
| Participant deferral / active EE | $4,409 | $5,084-13.3% | $5,984-26.3% | $3,054+44.4% |
| Admin fee / account holder | $15 | $663-97.7% | $8,357-99.8% | $504-97.0% |