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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.
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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 | $2,319 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,242 | $99,957-32.7% | $149,696-55.1% | $73,488-8.5% |
| Participation rate | 92.8% | 75.7%+17.1pp | 82.5%+10.3pp | 70.7%+22.1pp |
| Annual return | -4.40% | 53.87%-58.3pp | 276.60%-281.0pp | 28.51%-32.9pp |
| Employer contribution / active EE | $1,751 | $3,191-45.1% | $4,644-62.3% | $2,270-22.9% |
| Participant deferral / active EE | $6,248 | $6,073+2.9% | $6,842-8.7% | $3,740+67.1% |
| Admin fee / account holder | $12 | $551-97.8% | $9,309-99.9% | $513-97.7% |